Job Description

Company Description Purdom's Financial is a non-captive brokerage that partners with over 100+ financial institutions across the United States. Our team of specialists are on the frontlines every day, helping clients find solutions to their financial needs. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals. Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need.

Role Description This is a part-time remote role for an Retirement Planning Specialist. The Specialist will be responsible for providing insurance and retirement financial planning solutions to clients. The day-to-day tasks will include analyzing client needs, recommending suitable products, managing client accounts, and providing exceptional customer service.

Key Responsibilities:

• Study, learn, and execute with on-the-job training
• Shadow client meetings, plan designs, and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's need
• Participate in marketing and expansion strategies

Qualifications

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• A soft background check required
• Able to complete licensing requirements within 30 days
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Strong problem-solving and analytical skills
• Attention to detail and organizational skills
• Proficiency in financial planning software
• License in insurance or financial planning is a plus

Preferred Qualities: We are looking for individuals who have the following qualities and mindset:

• Honesty and integrity are characteristics you live by.
• You value and believe in our mission and cause.
• You are constantly looking for personal growth.
• You are a leader
• You are a self-starter and goal-oriented
• You can work independently and work well as a team player
• Marketing and Networking skills
• Center of Influence
• Military background

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