Retirement Income Annuities Consultant Job at Level Four Group, LLC, Dallas, TX

UDlHN0FLU0ZhUjFXOHVrbUszaFc2N3krT1E9PQ==
  • Level Four Group, LLC
  • Dallas, TX

Job Description

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More…
Come take your career path to the next level!

The Retirement Income Consultant will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff.

Essential responsibilities and tasks of the Retirement Income Consultant are:
  • Serve as the primary resource for product inquiries, solutions, and current rate expertise via phone support for Level Four advisors.
  • Deliver annuity training to advisors and agency management via video conferencing, covering products, solutions, technologies, and applications.
  • Drive overall annuity business growth within the agency.
  • Analyze annuity holdings, develop tailored proposals, and effectively communicate annuity product objectives.
  • Provide up-to-date rate information as needed.
  • Execute communication, sales, and growth strategies.
  • Act as a subject matter expert on annuity products and technology platforms.
  • Conduct consultative and educational sales calls and presentations for advisors.
  • Document all interactions in the wholesaler CRM system
  • Additional duties as required
Successful Retirement Income Consultant candidates will have:

Required
  • Insurance License
  • 1+ years of experience in Broker/Dealer/RIA industry or back office support
  • Proficient in Microsoft Office Suite
  • Strong professional communication (written and verbal) skills
  • Exceptional Attention to detail
  • Strong organizational skills and be able to take initiative
  • Bachelor’s degree or relative experience
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions
  • Possesses critical thinking, analytical and problem-solving skills
  • Enjoys working in a fast-paced, team-oriented environment
  • The ability to maintain accuracy and focus when working with large amounts of data
Preferred
  • Prior experience opening client investment accounts in a wealth management office
  • Current or prior Series 7, 66, 63 and/or 65 registrations
  • Knowledge of variable annuities
  • Salesforce
  • Orion
  • Raymond James BranchNet/ClientWorks

Job Tags

Full time, Casual work, Local area, Work from home, Home office, Flexible hours,

Similar Jobs

Tesla

Licensed/Journeymen Electricians needed for Tesla's Solar team! Job at Tesla

We are looking for Licensed/Journeymen Electricians all across the Bay area to join our Solar Panel/Roof team as a full time Tesla employee. Please reach out if you are looking for a new challenge in your career with plenty of opportunity for immediate growth, then reach... 

Lemonlight

Video Editor Job at Lemonlight

 ...About the Video Editor position We are looking for a talented video editor to assemble...  ...for broadcasting. Ultimately, as a film and video editor, you should be able to bring...  ...being noticed Take a brief to grasp production team's needs and specifications Trimming... 

Nesco Resource

Set Up Technician Job at Nesco Resource

 ...inclined Set-Up Technician responsible for preparing and setting up production machinery to support efficient and accurate manufacturing...  ...encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services. Nesco Resource provides equal employment... 

Disinfectant Solutions of Atlanta

Custodian Macon County Schools Job at Disinfectant Solutions of Atlanta

 ...Job Opening: Custodian at Macon County Schools Job Description Disinfectant Solutions of Atlanta is thrilled to announce an opportunity...  ...an on-site role that plays a vital part in maintaining a safe, clean, and welcoming environment for all students and staff at various... 

Safe Harbor Home Care

HCA Care Provider Needed Job at Safe Harbor Home Care

Hiring for all of San Diego Immediately! Pay range $20-23 per hour depending on experience, availability and other factors. Job benefits Weekly Pay Unlimited referral bonuses Career growth opportunities Flexible schedules Shifts throughout San Diego County...