Financial Professional Atlanta GA
1
Job Title
Retirement Planning Professional
2
Location
Atlanta, GA
3
Position Type
Full-time
4
Job Description
We are currently seeking a highly motivated and skilled Retirement Planning Professional to join our team. The ideal candidate will be responsible for delivering exceptional retirement planning services, demonstrating a deep understanding of retirement concepts, analytical skills, and a commitment to providing outstanding client service.
5
Responsibilities
Retirement Planning:
- Collaborate with clients to assess their retirement goals, analyze their current financial situation, and develop tailored retirement plans.
- Assess and mitigate retirement-related financial risks, including insurance planning, estate planning, and tax planning.
- Cultivate and maintain strong relationships with clients, serving as their trusted retirement advisor.
- Regularly communicate with clients to review and adjust retirement plans based on changes in their lives or market conditions.
- Ensure all retirement planning activities adhere to regulatory requirements and industry standards. Stay informed about changes in retirement regulations and implement necessary adjustments.
- Stay abreast of retirement industry trends, financial products, and technological advancements. Participate in ongoing training and professional development to enhance knowledge and skills.
6
Responsibilities
Retirement Planning:
- Collaborate with clients to assess their retirement goals, analyze their current financial situation, and develop tailored retirement plans.
Risk Management:
- Assess and mitigate retirement-related financial risks, including insurance planning, estate planning, and tax planning.
Client Relationship Management:
- Cultivate and maintain strong relationships with clients, serving as their trusted retirement advisor.
- Regularly communicate with clients to review and adjust retirement plans based on changes in their lives or market conditions.
Compliance:
- Ensure all retirement planning activities adhere to regulatory requirements and industry standards. Stay informed about changes in retirement regulations and implement necessary adjustments.
Continuous Learning:
- Stay abreast of retirement industry trends, financial products, and technological advancements. Participate in ongoing training and professional development to enhance knowledge and skills.
7
Qualifications
NO experience required.
- Bachelor’s degree in marketing, Business, or a related field Preferred.
- Life insurance license required (Unexperienced candidates will have to complete this license prior to employment).
- Proven experience in retirement planning, investment management, or related roles.
- Strong analytical and problem-solving skills, with attention to detail.
- Excellent interpersonal and communication skills, both written and verbal.
- Client-focused mindset with a commitment to building long-term relationships.
- Demonstrated ability to work independently and collaboratively within a team.
- Knowledge of retirement planning software and tools.
- Current understanding of relevant retirement laws, regulations, and industry best practices.
Marketing Support Atlanta GA
1
Job Title
Retirement Planning Professional
2
Location
Atlanta, GA
3
Position Type
Full-time
4
Job Description
We are seeking a motivated and detail-oriented Marketing Support Representative to join our team. The ideal candidate will be responsible for executing various marketing initiatives, including email marketing, customer-facing phone support, outbound calls to set appointments for financial professionals, social media posts, and event marketing.
5
Responsibilities
Email Marketing:
- Develop and execute email marketing campaigns to engage clients and prospects.
- Create compelling content and design visually appealing emails to drive engagement.
- Provide exceptional customer support via phone, addressing inquiries and providing information about our services.
- Ensure a positive client experience through effective communication and problem resolution.
- Conduct outbound calls to set appointments for our financial professionals.
- Outbound calls are generated from Email Social Media and Community Campaigns.
- Build relationships with clients and prospects to understand their needs and preferences.
- Manage and curate content for social media platforms, ensuring consistency with brand messaging.
- Engage with the online community and respond to comments and messages in a timely manner.
- Coordinate and execute marketing initiatives for events, webinars, and seminars.
- Assist in planning and organizing events to enhance client and prospect relationships.
6
Qualifications
- Bachelor’s degree in marketing, Business, or a related field Preferred
- Proven experience in marketing support, with a focus on email marketing, phone support, outbound calls, social media, and event marketing.
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Proficiency in marketing tools and platforms.
- Strong organizational and problem-solving abilities.
- Previous experience in the financial services industry is a plus.
Financial Professional Atlanta GA
Retirement Planning Professional
Atlanta, GA
Full-time
We are currently seeking a highly motivated and skilled Retirement Planning Professional to join our team. The ideal candidate will be responsible for delivering exceptional retirement planning services, demonstrating a deep understanding of retirement concepts, analytical skills, and a commitment to providing outstanding client service.
Retirement Planning:
Risk Management:
Client Relationship Management:
Compliance:
Continuous Learning:
- Collaborate with clients to assess their retirement goals, analyze their current financial situation, and develop tailored retirement plans.
Risk Management:
- Assess and mitigate retirement-related financial risks, including insurance planning, estate planning, and tax planning.
Client Relationship Management:
- Cultivate and maintain strong relationships with clients, serving as their trusted retirement advisor.
- Regularly communicate with clients to review and adjust retirement plans based on changes in their lives or market conditions.
Compliance:
- Ensure all retirement planning activities adhere to regulatory requirements and industry standards. Stay informed about changes in retirement regulations and implement necessary adjustments.
Continuous Learning:
- Stay abreast of retirement industry trends, financial products, and technological advancements. Participate in ongoing training and professional development to enhance knowledge and skills.
NO experience required.
- Bachelor’s degree in marketing, Business, or a related field Preferred.
- Life insurance license required (Unexperienced candidates will have to complete this license prior to employment).
- Proven experience in retirement planning, investment management, or related roles.
- Strong analytical and problem-solving skills, with attention to detail.
- Excellent interpersonal and communication skills, both written and verbal.
- Client-focused mindset with a commitment to building long-term relationships.
- Demonstrated ability to work independently and collaboratively within a team.
- Knowledge of retirement planning software and tools.
- Current understanding of relevant retirement laws, regulations, and industry best practices.
Marketing Support Atlanta GA
Marketing Support Representative
Atlanta, GA
Full-time
We are seeking a motivated and detail-oriented Marketing Support Representative to join our team. The ideal candidate will be responsible for executing various marketing initiatives, including email marketing, customer-facing phone support, outbound calls to set appointments for financial professionals, social media posts, and event marketing.
Email Marketing:
Customer-Facing Phone Support:
Outbound Calls:
Social Media Management:
Event Marketing:
- Develop and execute email marketing campaigns to engage clients and prospects.
- Create compelling content and design visually appealing emails to drive engagement.
Customer-Facing Phone Support:
- Provide exceptional customer support via phone, addressing inquiries and providing information about our services.
- Ensure a positive client experience through effective communication and problem resolution.
Outbound Calls:
- Conduct outbound calls to set appointments for our financial professionals.
- Outbound calls are generated from Email Social Media and Community Campaigns.
- Build relationships with clients and prospects to understand their needs and preferences.
Social Media Management:
- Manage and curate content for social media platforms, ensuring consistency with brand messaging.
- Engage with the online community and respond to comments and messages in a timely manner.
Event Marketing:
- Coordinate and execute marketing initiatives for events, webinars, and seminars.
- Assist in planning and organizing events to enhance client and prospect relationships.
- Bachelor’s degree in marketing, Business, or a related field Preferred
- Proven experience in marketing support, with a focus on email marketing, phone support, outbound calls, social media, and event marketing.
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Proficiency in marketing tools and platforms.
- Strong organizational and problem-solving abilities.
- Previous experience in the financial services industry is a plus.