KalamazooRecruiter
the smart solution for Kalamazoo jobs

Financial Retirement Specialist -

Company: GLP & Associates
Location: Kalamazoo
Posted on: September 12, 2018

Job Description:

GLP & Associates is a financial services company established in 1969. We specialize in the enrollment of public school employees into their qualified pre-tax savings program. We operate throughout the states of California, Texas and Michigan. GLP's unique training and consumer education has made us an industry leader. We have dominated our niche marketplace for over 47 years. GLP specializes in taking individuals with no financial services background and organically developing and supporting them to become highly successful representatives. We have Thousands of individuals who want and need to be seen by our representatives.
We are seeking a Retirement Specialist to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base Qualifications:
    • Previous experience in banking or finance a plus but not required
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skills
    • Self-motivated mindset to drive results What we offer:
      • Unlimited income potential
      • Multiple bonus & incentive opportunities offered by the agency & insurance carriers
      • Annual Conventions
      • Paid Training including classroom & field training
      • Warm leads- NO COLD CALLING
      • On-going training & support
      • Local Administrative support
      • Advancement Opportunities
      • Gas Allowance (based on requirements)
      • Car Allowance (based on requirements)
      • Proprietary software & presentation tools at no charge
      • Great work/life balance What other companies would call:
        • Account Executive
        • Sales Representative
        • Sales Associate
        • Financial advisor
        • Financial planner
        • Investment advisor
        • Account Manger

          Keywords: GLP & Associates, Kalamazoo , Financial Retirement Specialist -, Accounting, Auditing , Kalamazoo, Michigan

          Click here to apply!

          Didn't find what you're looking for? Search again!

          I'm looking for
          in category
          within


Other Accounting, Auditing Jobs


Billing Data Analyst
Description: As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs Online
Location: Elkhart
Posted on: 09/23/2018

Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 09/23/2018

Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seaso
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 09/23/2018


Audit Manager - Financial Services
Description: Job SummaryOur Crowe Grand Rapids office is growing. We're looking for future leaders, which means Partner career path for you. Are you up for the challenge As an Audit Manager on our fun, close-knit (more...)
Company: Crowe
Location: Grand Rapids
Posted on: 09/22/2018

Specialist, Retirement Benefits
Description: Currently, Meijer is looking for a Retirement Benefits Specialist. The Specialist, Retirement Benefits is responsible for supporting the administration, processes and controls associated with Meijer's (more...)
Company: Meijer
Location: Grand Rapids
Posted on: 09/25/2018

Specialist, Retirement Benefits
Description: Currently, Meijer is looking for a Retirement Benefits Specialist. The Specialist, Retirement Benefits is responsible for supporting the administration, processes and controls associated with Meijer's (more...)
Company: Meijer
Location: Grand Rapids
Posted on: 09/23/2018

Analyst - Finance and IT Systems
Description: Currently, Meijer is looking for an Analyst - Finance and IT Systems. The Analyst will be a Subject Matter Expert SME responsible for overall technology advancements and development for Meijer's Finance (more...)
Company: Meijer
Location: Grand Rapids
Posted on: 09/25/2018

Inpatient and Outpatient Coding Compliance Auditor
Description: The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient services. Review documentation and related coding (more...)
Company: Mommy Jobs Online
Location: Elkhart
Posted on: 09/23/2018

Specialist, Retirement Benefits
Description: Currently, Meijer is looking for a Retirement Benefits Specialist. The Specialist, Retirement Benefits is responsible for supporting the administration, processes and controls associated with Meijer's (more...)
Company: Meijer
Location: Grand Rapids
Posted on: 09/23/2018

Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: South Bend
Posted on: 09/25/2018

Log In or Create An Account


Find us on Facebook

Find us on LinkedIn

Get the latest Michigan jobs by following @recnetMI on Twitter!

Kalamazoo RSS job feeds