Remote Retirement Planning Advisor (403(b)/457)

Forrest T. Jones

Kansas City, MO(remote)

JOB DETAILS
SKILLS
Annuities, Communication Skills, Customer Relationship Management (CRM), Customer Support/Service, Financial Planning, Insurance, Life Insurance, Mutual Funds, Nonprofit, Retirement Planning, Training/Teaching
LOCATION
Kansas City, MO
POSTED
2 days ago

A family-owned insurance agency in the United States is seeking a Retirement Advisor to establish and enhance relationships with educational institutions and non-profits. This remote role involves helping clients prepare for retirement and financial planning. The ideal candidate will recruit new clients and provide education on investment options while managing client relationships. The position requires relevant licenses and experience with mutual funds, annuities, and life insurance, along with strong communication skills.#J-18808-Ljbffr

About the Company

F

Forrest T. Jones