Retirement Income Associate

Company: Level Four Group, LLC
Location: Dallas
Posted on: June 25, 2022

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 EnvironmentGenerous Paid Time OffFlexible Work ScheduleGreat BenefitsAnd More---Come take your career path to the next level!The Retirement Income Associate is responsible for growing the Retirement Income business with increased annuity sales. After receiving adequate training and mentorship of annuity products, this role will directly focus on building a database of agents and advisors who are actively writing annuity and retirement income plans.Essential responsibilities and tasks of the Retirement Income Associate are:Respond to inquiries and provide support for existing database of agents Undergo Level Four's portfolio of products, solutions and services training Place a minimum of 50 outbound calls a day once training is completedContinually meet or exceed sales targets by marketing company products, solutions, and services to new and existing agents/advisorsDevelop and maintain strategic relationships with current and new customersAdditional duties as requiredRequired:Highly motivated and outgoing personalityEffective written and verbal communication skillsStrong interpersonal and customer service skillsAbility to self-study and engage in independent work to increase job related knowledge and skillsMust perform work tasks in the corporate Dallas officeMust have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securitiesMeticulous attention to detail and excellent organizational skillsProven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactionsPreferredInsurance experience is a plus, but not required Powered by JazzHRPI183199683

Keywords: Level Four Group, LLC, Dallas , Retirement Income Associate, Other , Dallas, Texas