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Edward Financial Group

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.
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.
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.
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.
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:
  • 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:
  • 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.