Financial Professional - Retirement Benefits Group - MA, Boston (5044)

Role Highlights

Cultivate and expand your network within established markets
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Flexible schedule to maximize productivity and personal time

Skills & Experience

• Educational background: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal attributes: Values-driven with a track record of success and accomplishment
• Communication skills: Excellent interpersonal and communication abilities with strong self-confidence
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: Ability to work with and learn from top performers

Work Authorization

Must be authorized to work in the United States

Preliminary Employment Period (PEP)

Comprehensive 120-day hands-on training
Provided for required FINRA licensing

Compensation & Benefits

• Sign-On Payment: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Base Salary: Annual salary of $24,000 after successfully completing PEP as a 20th Edition RBG financial professional.
• Commissions and Bonus: Eligible to earn commissions and bonus in addition to an annual salary.

Benefits Eligibility

• Health, dental, and vision insurance
• 401(k) plan
• Employee Stock Purchase Plan (ESPP)
• Disability insurance
• Life insurance
• Transportation Reimbursement Incentive Program (TRIP)

Culture and Community Impact

• Committed to making a difference in the lives of its people and their communities
• Values diversity and inclusivity
• Offers wellness programs and employee resource groups
• Supports community engagement through programs like "1,000 Hours of Giving Back" and "Equitable Excellence"