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Financial Retirement Specialist

Company: GLP & Associates
Location: San Diego
Posted on: May 18, 2019

Job Description:

GLP & Associates is a financial services company established in 1969. We specialize in the enrollment of public school employees into their qualified pre-tax savings program. We operate throughout the states of California, Texas and Michigan. GLP's unique training and consumer education has made us an industry leader. We have dominated our niche marketplace for over 47 years. GLP specializes in taking individuals with no financial services background and organically developing and supporting them to become highly successful representatives. We have Thousands of individuals who want and need to be seen by our representatives.
We are seeking a Retirement Specialist to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base Qualifications:
    • Previous experience in banking or finance a plus but not required
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skills
    • Self-motivated mindset to drive results What we offer:
      • Unlimited income potential
      • Multiple bonus & incentive opportunities offered by the agency & insurance carriers
      • Annual Conventions
      • Paid Training including classroom & field training
      • Warm leads- NO COLD CALLING
      • On-going training & support
      • Local Administrative support
      • Advancement Opportunities
      • Gas Allowance (based on requirements)
      • Car Allowance (based on requirements)
      • Proprietary software & presentation tools at no charge
      • Great work/life balance What other companies would call:
        • Account Executive
        • Sales Representative
        • Sales Associate
        • Financial advisor
        • Financial planner
        • Investment advisor
        • Account Manger

Keywords: GLP & Associates, San Diego , Financial Retirement Specialist, Accounting, Auditing , San Diego, California

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