Jobs in America

Retirement Planning Specialist

Puerto Rico
FULL TIME

Full time work can be a great way to gain experience in a particular field. Is that something you're interested in? The salary not being disclosed by the employer means that you can negotiate based on the company's approach to employee job training and development opportunities. Although the job is based in Puerto Rico, it is a remote job that provides the flexibility to work from any location that suits you. February 19, 2024 is when the job opening for the Retirement Planning Specialist position was released, and it will end on May 19, 2024.

The position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.

We seek highly motivated, competent, capable and committed business partners to become financial professionals and head into the field to provide the services that meet the needs of clients.

Work Types

We offer 3 types of work-effort:

1. Full Time

2. Part Time

3. Referral Partner depending on your current employment schedule.

*You do not have to quit your current job if you join us with any of these options*

Most of our new agents start off as Referral or Part time prior to transitioning to full time but still make the same commissions as our full timers. You get to work with A+ Rated financial companies across the nation. Best part about this opportunity, it’s 100% remote.

Experience

No financial experience is required before joining as you will learn everything hands on. However, if you have any of these skill sets or experience it will help you move quickly in the company.

- Leadership/Managerial

- Public Speaking

- Customer Service

- Sales

- Banking

- Accounting/Software

- Entrepreneur

Opportunity Description

- Develop Financial Need Analysis (FNA) for Clients

- Placefamilies, individuals, and business owners in a financial position of advantage for some of these following:

1. Retirement Planning

2. Protect Assets/Funds

3. Build and Leave a Legacy

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4. Index Strategies

5. Estate Planning with our legal team

-1099 position with performance-based business model

Work Schedule

1. Part Time - 10-15 hours a Week, varies by the individual.

2. Leads - We have Warm & Cold Market, we don’t have you buy leads

3. It’s all Remote, Zoom is our platform.

4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.

5. Daily training to help shape your business.

Non-negotiable

- Must pass a background check (No Felonies)

- Must have or be able to obtain a U.S Social Security Number

- Must currently reside in the United States, Puerto Rico or Canada during the initial for the process. (Hiring-License)

- Must be 18+ years old (This is a Federal Requirement)

Job Type: Part-time

Salary: $55,000.00 - $95,000.00 per year

Job Types: Part-time, Full-time

Pay: $55,000.00 - $95,000.00 per year

Expected hours: 10 – 40 per week

Schedule:

  • Choose your own hours
  • Day shift
  • Evening shift
  • Monday to Friday
  • Night shift

Application Question(s):

  • Are you currently employed?

Education:

  • Bachelor's (Preferred)

Work Location: Remote

If you have given this job vacancy careful consideration, now is the time to decide whether to take the next step and apply. We want to make sure that you fully understand the job requirements before submitting an application. Take your time to craft a well-written cover letter that highlights your relevant experience and qualifications. We welcome applications from individuals who are committed to fulfilling the responsibilities and expectations of this job.