The Wealth Solutions Group, Inc. · 1 day ago
Business Development / Retirement Planning Professional
Cary, NC
Full-time
Onsite
Entry, Mid Level
1+ years expThe Wealth Solutions Group, Inc. is a statewide retirement planning firm built on an education-first model. They are seeking a Business Development / Retirement Planning Professional to conduct discovery calls, Zoom meetings, and in-person consultations with workshop attendees and referred prospects, while effectively communicating retirement planning concepts and formulating strategies for clients.
Financial Services
Responsibilities
You will work closely with the firm’s principal to conduct discovery calls, Zoom meetings, and in-person consultations with workshop attendees and referred prospects
You’ll effectively communicate retirement planning concepts to pre and post retirees, business owners and individuals associated with trade groups and associations
You’ll evaluate financial information and assist in formulating effective retirement planning strategies for clients
Responsible for maintaining accurate and compliant documentation and notes on each client’s file for compliance purposes
Travel is required within a 1-to-2-hour radius of the Cary office to support the educational workshops
Qualification
Required
1-3 years experience in retirement planning, insurance sales or financial services where you had to self-generate your own business
Strong interpersonal and organizational skills
Attention to detail and analytical skills
Comfortable in a consultative sales environment
Self-motivated and goal driven
Ability to work collaboratively while managing individual performance expectations
Bachelor's Degree
NC Life, Health, LTC, Medicare & Annuity Licensing
Preferred
Series 65 Licensing
Benefits
Competitive base/draw based on experience and proven track record.
Commission structure designed to scale with performance.
Regular bonus incentive program tied directly to workshop conversion rates.
Clear advancement opportunities for the right individual.
Marketing, operational, and administrative support provided by the firm.
Company
The Wealth Solutions Group, Inc.
Our mission is to get to know and understand your needs, wants, and long-term goals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase