Job Description
Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer: - Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More…
Come take your career path to the next level! The Retirement Income Consultant will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff.
Essential responsibilities and tasks of the Retirement Income Consultant are: - Serve as the primary resource for product inquiries, solutions, and current rate expertise via phone support for Level Four advisors.
- Deliver annuity training to advisors and agency management via video conferencing, covering products, solutions, technologies, and applications.
- Drive overall annuity business growth within the agency.
- Analyze annuity holdings, develop tailored proposals, and effectively communicate annuity product objectives.
- Provide up-to-date rate information as needed.
- Execute communication, sales, and growth strategies.
- Act as a subject matter expert on annuity products and technology platforms.
- Conduct consultative and educational sales calls and presentations for advisors.
- Document all interactions in the wholesaler CRM system
- Additional duties as required
Successful Retirement Income Consultant candidates will have: Required - Insurance License
- 1+ years of experience in Broker/Dealer/RIA industry or back office support
- Proficient in Microsoft Office Suite
- Strong professional communication (written and verbal) skills
- Exceptional Attention to detail
- Strong organizational skills and be able to take initiative
- Bachelor’s degree or relative experience
- Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions
- Possesses critical thinking, analytical and problem-solving skills
- Enjoys working in a fast-paced, team-oriented environment
- The ability to maintain accuracy and focus when working with large amounts of data
Preferred - Prior experience opening client investment accounts in a wealth management office
- Current or prior Series 7, 66, 63 and/or 65 registrations
- Knowledge of variable annuities
- Salesforce
- Orion
- Raymond James BranchNet/ClientWorks
Job Tags
Full time, Casual work, Local area, Work from home, Home office, Flexible hours,