Retirement Plan SpecialistAnonymous Balloon

Job Summary

We're looking for a dedicated Retirement Plan Specialist with a strong work ethic and a customer-oriented approach to join our team in Richmond, VA. This role involves working with warm leads and appointments. A solid sales associate can expect a yearly income of $125,000, but with uncapped commission potential.

  • Work with our list of warm leads to close sales successfully
  • Manage and grow a portfolio of clients through effective sales strategies
  • Provide excellent customer service to maintain strong client relationships
  • Organize and prioritize tasks to ensure efficiency and productivity
  • Eager to serve customers and help them get what they need
  • Excellent communication and interpersonal skills
  • Eligibility to work in the United States and ability to travel as needed
  • Strong Work Ethic
  • Customer-oriented
  • Organizational Skills
Nice to Have
  • Sales or Customer Service Experience
About Us

Our mission is to bridge the information gap for Pensioned Americans and their retirement systems. We strive to support the 20 Million federal and state employees across the nation in maximizing their earned benefits. 

What We Offer
  • Competitive base salary with uncapped commissions potential
  • Medical and dental insurance
  • 401(k) savings

If you have any questions regarding this position, please contact [email protected] 

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