Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Training & development

 
Qualifications:

·       Bachelor's degree in a business-related field or equivalent professional experience.

·       Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.

·       Securities registrations - Series 6, Series 63, or obtain within a specific time frame.

·       Life and Health Licenses

·       Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.

·       Customer service, interpersonal and listening skills are a must to communicate with clients effectively.

·       Written/verbal communication and presentation skills to provide information via phone, email, video and chat.

·       Knowledge of CRM and digital financial advice platforms.

·       Wants to sustain a long-term relationship with clients and the markets we serve.

At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:

·       A proven template system

·       Ongoing mentorship from the executive team

·       Technology and systems to enable you to manage clients' financial information and plans efficiently

·       Turnkey marketing services

·       Office/call center environment

·       Competitive base salary + commissions

Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC. 

Compensation: $100,000.00 - $150,000.00 per year

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