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Education Retirement Specialist (Remote)

Jackson Financial Solutions

Education Retirement Specialist (Remote)

Dallas, TX
Full Time
Paid
  • Responsibilities

    Job Description

    We are seeking an Education Retirement Specialist to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. In this role (which can be either full- or part-time), you will help clients with their financial planning, including life insurance and college funding. Although you will be an independent agent, you will have a supportive team behind you to propel you to success.

    POSITION DESCRIPTION:

    • Fully commission-based; potential earnings for entry-level Education Retirement Specialists: $12,000 – 50,000 per year (Part-Time); $50,000 - 100,000 per year (Full-Time)
    • Great compensation and advancement opportunities that translate your sweat equity into wealth and financial stability
    • Non-captive agent
    • Niche market, helping educators with their retirement needs
    • Free, no-cost leads that are fresh (no "B" leads)
    • No cold-calling or door-knocking
    • Potential equity ownership in the company.
    • Monthly equity bonuses starting next year
    • Work from home and skip the commute
    • Keep flexible hours
    • Self-development training and coaching opportunities are always available

    RESPONSIBILITIES:

    • Advise clients on investment strategies and other financial decisions
    • Assess clients' assets, liabilities, and overall financial conditions
    • Prepare presentations that recommend various financial products
    • Review and communicate portfolio performances to clients
    • Use the appropriate web-based technologies (e.g., Zoom) to facilitate benefits education meetings with clients about their benefits and retirement options
    • Network and build relationships with new and existing client base
    • Manage relationships with strategic partners and vendors
    • Manage communication between clients and internal teams to support existing processes
    • Maintain good customer service relationships with both internal and external customers by responding promptly and professionally to customer concerns, needs, and expectations
    • Participate in regularly scheduled training calls
    • Navigate the multi-business platform
    • Reach out to the provided back-office team for support and assistance as needed

    REQUIRED/​PREFERRED QUALIFICATIONS AND QUALITIES:

    • High school diploma or GED required
    • Insurance license preferred; if not licensed, must be ready to study for and get the required insurance licensure
    • No felony convictions
    • Access to a laptop, smartphone, or tablet, and a reliable Internet connection
    • Previous experience in banking, financing, or other related fields
    • Familiarity with investment products and services
    • Ability to build rapport with clients
    • Self-motivated, self-starter with an entrepreneurial mindset
    • Strong analytical and critical thinking skills
    • Time-management and organizational skills
    • Excellent written and verbal communication skills
    • Coachable and willing to learn and show mastery of concepts related to the financial industry and its products
    • Enthusiastic about helping individuals, businesses, and families build financial security
    • Capable of working on a team to make a difference in people's lives
    • Interested in building both active and passive income streams

    ABOUT OUR INFINITE COMPANY (OIC) AND OUR INFINITE POSSIBILITIES:

    Our Infinite Company (OIC) is a privately held financial services marketing company. The products are distributed on behalf of third-party companies. Life and health insurance products are offered through OICIA. OICIA markets its products through its independent contractor representatives.

    Candidates will be trained and required to master concepts relating to the employee’s retirement picture as a whole. Concepts and retirement tools include but are not limited to :

    • TRS/Government/State Pensions
    • Social Security
    • Supplemental retirement account options (e.g., 401(k), 457, 403(b)