Company Overview
U.S. Retirement Partners (USRP) was founded by a group of experienced benefits industry executives who have developed a new model to provide top-tier regional 403(b) firms with the strengths and tools of a national firm.
Our Financial Advisors have state-of-the-art resources available to them and, as a result, will have all the tools necessary to be successful in this niche market.
Our regional partner firms and advisors are supported by our National Office in Iselin, NJ and our Practice Management Group in Palm Beach Gardens, FL.
To learn more about USRP, please visit our website.
http://www.usretirementpartners.com/
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Financial Advisor / Financial Sales Representative
Retirement Planning Associates, Inc. (RPA), founded in 1989, specializes in helping clients with their retirement and financial planning. As an independent firm, we are able to select the products and services most suitable for our clients. Retirement Planning Associates, Inc. has over 90 Advisors throughout Florida, serving primarily the education profession.
RPA is a member of U.S. Retirement Partners (USRP), a national network of regional 403(b) firms. USRP provides Advisors and regional partner firms with resources that allow them to compete with much larger firms.
Dynamic changes in the 403(b) market have created an opportunity for us to expand our team of Advisors. Unlike many other financial services opportunities, where you must create your own market; our Advisors have a specific niche market to work.
Job Description
This is a unique work-site sales / marketing opportunity that entails:
- Making presentations on retirement planning to groups in order to attract new clients.
- Selling financial products such as annuities, mutual funds, and insurance (license required)
- Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
- Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Answering clients' questions about the purposes and details of financial plans and strategies.
Job Requirements
- Excellent sales and communication skills
- 4 year college degree preferred
- Proven track record in generating sales and managing relationships in the retirement planning marketplace
- Securities (FINRA Series 6 or Series 7) and insurance licenses