Client Engagement & Sales Support Associate Personalized Retirement Planners — Cookeville, TN (On-site) About Us Personalized Retirement Planners is an independent financial advisory practice led by Aaron Wright, serving the Cookeville community for over fifteen years. We put people over numbers, building genuine relationships and crafting personalized retirement plans rooted in integrity. We're looking for someone who shares that heart for people to grow with our team. The Role This is a hybrid position blending phone outreach, office administration, and sales support — with a clear path toward becoming a licensed advisor who meets with clients and eventually hosts your own workshops. If you're driven, personable, and want to build a career in financial services, this is a ground-floor opportunity. What You'll Do Call workshop registrants to confirm attendance and answer questions Reconnect with past prospects to schedule appointments Help prepare and run client workshops and events Handle day-to-day office and administrative tasks Support Aaron in preparing for client appointments Grow into a licensed role — meeting with your own prospects and presenting workshops over time What We're Looking For Confident, warm phone presence and genuine people skills Organized, dependable, and comfortable juggling multiple responsibilities Sales-minded with a drive to hit booking goals Life insurance license preferred — or willingness and ability to obtain one (we'll support you) A team player who values integrity and service Compensation $35,000-$40,000 base salary depending on experience Additional incentive pay for every appointment booked Career growth into a licensed advisory role Ready to build something meaningful? Apply today.

Pay:

$35,000.00 - $40,000.00 per year

Benefits:

Paid time off

Work Location:

In person