Job details
Salary $60,000 - $110,000 a year job type full-time number of hires for this role 2
Qualifications
Bachelor`s (required)
English (required)
Driver`s license (required)
Insurance producer license (required)
Us work authorization (required)
Series 63 (preferred)
Full job description
Vrsi is a full service financial organization offering retirement planning, investments, annuities, and insurance products through a variety of companiesVrsi has been providing quality insurance and investment instruments to teachers for over 30 yearsToday we continue our growth at a faster pace than ever before.
If you are motivated by helping people, you seek the opportunity for unlimited income potential for you and your family, and you have a solid work ethic, you’ve found your final career home.
This individual will be responsible for 403(b) and 457 enrollments, individual retirement and investment counselingAdditionally, the candidate must have abilities to conduct retirement and investment seminarsQualified candidates must possess the skills necessary to effectively communicate, schedule and conduct one on one retirement counseling appointments, recommend and implement investment and insurance instrument strategiesBe the go to professional for client service issues and investment and insurance questions.
The ideal candidates should possess the following qualifications:
Strong understanding of the defined contribution market place (403(b) & 457 plans
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
Possesses a life & health insurance licenses at time of appointment
Securities registrations – series 6, 63, 65 are preferred at appointment dateAlthough, required within the 1st 120 days of appointment
Valid driver’s license
2 years proven sales track record
Submit to and pass a comprehensive background check
Qualified candidates are expected to have the following skills:
Territory management and business development
Relationship building
Insurance and investment instrument knowledge
Strong negotiation skills
Excellent written and verbal communication skills
Ability to prioritize and multitask
Ability to build rapport with clients
Proficient in power point, excel, outlook, publisher and word
True desire to be involved in a mentor-ship based program geared towards long-term employment
College degree
We provide the tools and resources necessary that will help set you up for success – including:
Continuing market education
Access to existing client base
Wide array of financial products
Technology and systems to enable you to efficiently manage your clients’ financial information and plans
Turnkey marketing services
A niche market with exclusively endorsed products
A school site and place to work every day, every week
Unequaled company support and training
This organization is an equal employment opportunity (eeo) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliationAs an eeo employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).
Securities offered through gwn securities, incMember finra(www.finra.org)/sipc(www.sipc.org)11440 n jog road, palm beach gardens, fl 33418(561) 472-2700Vrsi and gwn securities, incAre non-affiliated companies.
Job type: full-time
Pay: $60,000.00 - $110,000.00 per year
Benefits:
Flexible schedule
Work from home
Covid-19 considerations:
The environment of all face to face appointments will dictate the necessity for mask implementations.
Education:
Bachelor`s (required)
Language:
English (required)
License/certification:
Driver`s license (required)
Series 63 (preferred)
Insurance producer license (required)
Willingness to travel:
75% (preferred)
Work location:
Multiple locations
Work remotely:
Yes
Work location: multiple locations
