20 days old

Retirement Advisor

Kelly Services
Miami Dade, FL
Job #3930243

Kelly Services is hiring for an experienced Retirement Advisor for the Miami Dade, FL Market.

Our Client is expanding to the Miami area and need 7 Retirement Advisors to fill their open positions. This is a Direct Placement.

Starting Salary- 72k per year


+ 4 years of experience in the sale and delivery of financial planning, investment and insurance solutions, use of managed accounts, and with a proven record in growing production and assets.

+ Series 7 and 66 (or 6, 63 and 65); and Florida insurance license

+ Prefer financial institution experience

+ Designation(s) a plus

+ Clean U-4

+ Self-starter

+ Excellent interpersonal and organizational skills

+ Desire to make a fantastic impact in addition to a fantastic living.

**Job Description**

This position will be primarily responsible for promoting 403(b)/457 retirement plans to the educational community by conducting workshops, promotions, and events. Develop and manage district and school relationships necessary to increase participation, deferral rates, and assets. Assists school employees in establishing retirement accounts in addition to analyzing current retirement plans and investments in order to provide recommendations based on best interest.


This position is responsible for providing advice, planning, and solutions that effectively address the financial goals and objectives of members, educators and clients, while building additional retirement plan assets. The role builds relationships with the K-12 education markets, additional retirement plan opportunities (403b, 457, 401k, ERISA plans) within the market and internal partners.

**Enjoy numerous benefits:**

+ Warm leads: Partner with benefit coordinators, support staff and education partners on warm leads, referrals, and already-established credibility and relationship capital within your local community

+ No Cold Calling, Knocking on Doors or Friends and Family Prospecting: Partner with benefit coordinator team to leverage existing relationships, webinars, seminars, events, educational workshops and visibility within your district to meet prospects on a favorable basis.

+ Large opportunity: Easily leverage the CBE, FEA and FL Teachers Unions relationships to find new clients.

+ No proprietary products: Recommend and sell whatever products best meet your clients needs

+ Service support: Receive support from back-office employees and infrastructure team.

+ Technology: Cutting edge technology platforms to deliver comprehensive financial planning and analysis solutions and provide clients with a first class, white glove experience.

**Additional Competitive Benefits Include:**

+ Base salary plus payout on production and variable compensation

+ Full medical, dental, and vision benefits

+ Match up to 8% 401(k), immediately vested

+ Paid time off

+ Tuition reimbursement

+ E&O coverage

+ Back-office support

+ Marketing Support

+ Cutting Edge Technology Systems

+ Robust Investment platform and non-proprietary, non-captive investment, retirement and insurance solutions.

+ Mileage Reimbursement

+ Turn Key Webinar and Seminar systems and support

+ Laptop and cell phone provided

If you are interested in this position, Apply today! if you have any Questions please reach out to me at ****

Once resumes are reviewed, I will send out a Calendar invite via Calendly to candidates that qualify.

Job #3930243

**Why Kelly** **** **?**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.


Posted: 2022-04-29 Expires: 2022-05-30

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Retirement Advisor

Kelly Services
Miami Dade, FL

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