Retirement Specialist Leverage Finance Group The Colony, TX Job Details Temporary | Part-time | Full-time | Contract $2,430 - $10,176 a month 1 day ago Benefits 401(k) Paid time off Vision insurance Professional development assistance Flexible schedule Life insurance Retirement plan Qualifications Financial sales Sales Business development Financial goal setting advisory services Prospecting Banking Full Job Description About Leverage Finance Group Leverage Finance Group is a growing financial services organization focused on helping individuals and families build financial strategies designed around protection, retirement, and long-term financial goals. We are looking for motivated individuals to join our team as Retirement Specialists and help clients better understand their options as they prepare for and transition into retirement. The Opportunity As a Retirement Specialist, you'll work directly with individuals and families to understand their financial goals, retirement concerns, and current strategies. You'll educate clients on available financial solutions and help them develop strategies designed to support their long-term objectives. This opportunity is ideal for someone who enjoys working with people, wants to build a career in financial services, and is motivated by performance and personal growth. Responsibilities Meet with individuals and families through phone, Zoom, and in-person appointments Conduct retirement and financial needs conversations Help clients identify retirement goals, concerns, and potential gaps Educate clients on retirement income, protection, and financial strategies Present financial solutions based on individual client needs Build and maintain long-term client relationships Follow up with prospects and existing clients Generate new business through referrals, networking, social media, and prospecting Participate in training, coaching, and team development Maintain professionalism and follow applicable industry and regulatory requirements Develop the skills necessary to eventually mentor and lead other professionals Qualifications No prior financial services experience is required. We are looking for someone who is: Coachable and willing to learn Comfortable communicating with people Self-motivated and accountable Goal-oriented and competitive Interested in retirement planning, finance, sales, or entrepreneurship Professional and relationship-focused Able to work independently while participating in a team environment Previous experience in sales, insurance, banking, mortgage, real estate, financial services, customer service, or business development is a plus. What We Provide Flexible schedule Remote and in-person opportunities Training and mentorship Licensing education and support Access to multiple financial products and solutions Sales and marketing resources Performance-based earning opportunity Opportunity to build your own book of business Leadership and team-building opportunities Long-term career development within financial services Compensation This is a commission-based independent contractor opportunity . Compensation is performance-based and tied to business production. There is no guaranteed salary or hourly wage. Why Leverage Finance Group? This isn't simply a traditional sales position. You'll have the opportunity to develop valuable skills in financial services, retirement planning, sales, communication, and leadership while building a business around helping people prepare for their financial future. If you're motivated, coachable, and looking for an opportunity where your effort can directly influence your results, we'd like to hear from you. Apply today to learn more about the Retirement Specialist opportunity with Leverage Finance Group.

Pay:

$2,430.00 - $10,176.00 per month

Benefits:

401(k) Flexible schedule Life insurance Paid time off Professional development assistance Retirement plan Vision insurance

Work Location:

Hybrid remote in The Colony, TX 75056