Financial Advisor / Financial Sales Representative

We have expanded our 403(b) market presence in your area…

…Endless source of prospects in Tallahassee.

Retirement Planning Associates, Inc. (RPA), founded in 1989, specializes in helping clients with their retirement and financial planning.  As an independent firm, we are able to select the products and services most suitable for our clients.  RPA has over 90 Advisors throughout the state of Florida, serving primarily the education profession.

Dynamic changes in the 403(b) market have created an opportunity for us to expand our team of Advisors.  Unlike many other financial services opportunities, where you must create your own market; our Advisors have a specific niche market to work. 

The most qualified candidates may be considered for a newly created District Manager (DM) position for our Tallahassee region.  The DM will be responsible for training and overseeing the daily sales activities of area Advisors.  Commission will be earned on both personal production and through overrides earned from sales made by other Advisors.

The career opportunities have never been better in our marketplace.

This is a unique work-site sales / marketing opportunity that entails:

• Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Selling financial products such as annuities, mutual funds, and insurance (licenses required).
• Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
• Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Answering clients' questions about the purposes and details of financial plans and strategies.

RPA is a member of U.S. Retirement Partners (USRP), a national network of regional 403(b) firms.  USRP provides Advisors and regional partner firms with resources that allow them to compete with much larger firms.

Financial Sales Representative / Financial Advisor Requirements:

• Excellent sales and communication skills
• Proven track record in generating sales and managing relationships in the retirement planning marketplace
• Securities (FINRA Series 6 or Series 7) and insurance licenses
• 4 year college degree preferred

Key terms:

district manager, sales manager, investment advisor, investment counselor, financial advisor, financial planner, certified financial planner, financial consultant, financial representative, registered representative