Retirement Plan Advisor
EmpowerSalary not specified
Retirement Consultant - Insurance Advisory Solutions at Foundation Risk Partners
Jacksonville, Florida, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk Management, Employee BenefitsIndustries
Requirements
- Series 65 license required (candidates with Series 6, 7, 63, or 66 licenses encouraged to apply and obtain Series 65 within 90 days of employment)
- Bachelor of Science in Finance or Economics preferred
- 3-5 years demonstrated advisory, client management, and plan management experience preferred
- Certified Retirement Counselor certification preferred
- Broad background in retirement products and general investment matters
- Excellent interpersonal skills and face-to-face relationship building abilities
- Strong written and verbal communication skills
- Strong quantitative and analytic skills
Responsibilities
- Develop a thorough understanding of the company’s business, products, and services
- Consistently deliver a high level of proactive client service in a professional manner
- Deliver a distinctive and thoughtful experience, providing appropriate advice for the client’s situation and securing confidence and business
- Effectively produce and deliver plan review meetings (in-person or virtual)
- Effectively deliver participant education and wellness seminars (in-person or virtual)
- Achieve individual and team goals for service levels, growth, and retention for assigned book of business
- Lead a team and achieve goals
- Ensure conformance with entire company guidelines and regulatory policies
- Maintain and update Salesforce on existing customers
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, this is a remote position.
What is the salary for this role?
This information is not specified in the job description.
What licenses and certifications are required?
A Series 65 license is required. Candidates with Series 6, 7, 63, or 66 licenses are encouraged to apply and obtain Series 65 within 90 days, and Certified Retirement Counselor certification is preferred.
What experience is preferred for this role?
3-5 years of demonstrated advisory, client management, and plan management experience is preferred, along with a Bachelor of Science in Finance or Economics.
What skills make a strong candidate for this position?
Strong candidates will have excellent interpersonal skills, strong written and verbal communication, strong quantitative and analytic skills, leadership ability, and a broad background in retirement products and investment matters.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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