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Retirement Plan Specialist - Financial Counselor

Retirement Plan Specialist - Financial Counselor

New
J
JobgetherFinancial services
A work-from-home arrangement within the United StatesFull-TimeJunior
SalaryEstimated total annual compensation: $55,000–$61,000, including applicable incentives and bonus opportunities. Base salary: Generally $40,000–$45,000 per year, depending on qualifications, operational needs, and applicable factors. Performance incentives: Eligibility for sales and/or performance-based incentives, along with a discretionary annual bonus based on the applicable bonus plan and individual performance.
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Job Details

Experience
At least one year of experience in the financial services industry
Required Skills
SalesforceMicrosoft Office

Requirements

  • Have a bachelor's degree in a business-related field or equivalent professional experience.
  • Have at least one year of experience in the financial services industry and a foundational understanding of financial products and retirement solutions.
  • Hold a FINRA Series 6 or Series 7 license.
  • Be able to obtain the FINRA Series 65 license within 12 months of the employment start date.
  • Be able to obtain the required Life and Health insurance licenses within 60 days of the employment start date, subject to applicable state requirements.
  • Demonstrate customer service, interpersonal, and active listening skills, and explain financial concepts clearly.
  • Have written and verbal communication skills and the ability to adapt explanations to customer needs.
  • Be proficient in Microsoft Office applications and able to learn new systems and digital tools.
  • Show attention to detail, organizational skills, and commitment to accurate documentation and regulatory compliance.
  • Be willing to participate in training, accept feedback, and work toward professional development.

Responsibilities

  • Respond to customer inquiries by phone and email about retirement products, account options, and financial solutions.
  • Explain retirement planning options, including account rollovers and Brokerage Individual Retirement Accounts (IRAs).
  • Meet established production targets and training milestones, including monthly activity goals, client appointments, and new account objectives.
  • Develop knowledge of financial products, internal systems, applicable regulations, and compliance requirements.
  • Participate in structured training and professional development to strengthen financial planning knowledge and prepare for additional licensing.
  • Maintain accurate records of customer interactions, activities, and follow-ups using Salesforce and other CRM systems.
  • Support the Advice Center sales team with operational and administrative tasks.
  • Take part in mentorship, coaching, and skill-building activities in preparation for progression into a fully licensed financial advisor role.
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Estimated total annual compensation: $55,000–$61,000, including applicable incentives and bonus opportunities. Base salary: Generally $40,000–$45,000 per year, depending on qualifications, operational needs, and applicable factors. Performance incentives: Eligibility for sales and/or performance-based incentives, along with a discretionary annual bonus based on the applicable bonus plan and individual performance.
Apply Now