Overview Company Overview: Join our dynamic team at Legacy, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment. Responsibilities A Day In the Life: As an Insurance Retirement Specialist at Legacy, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include: • Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations. • Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs. • Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support. • Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients. • Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients. • Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes. Hear From Our Agent Scott Parks Qualifications What you bring: • Proven experience in financial services, particularly in retirement planning or insurance sales. • Strong interpersonal skills with the ability to build rapport and trust with clients. • Excellent communication and presentation skills. • Detail-oriented with a focus on delivering exceptional client service. • Relevant certifications (e.g., CFP, RICP) are preferred but not required. What we offer: • Unlimited Comp structure with reviews as frequently as twice a year. • Generous commission structure based on performance and sales achievements. • Access to over 220 top-rated carriers to retain and grow your business. • Product training and materials directly from the carriers, in addition to the boots-on-the-ground team. • Ownership of your client list overwrites, and downline overwrites. • National endorsement from the American Legion, the Elks, and the AM Vets Association. Why Join Us: At Legacy, we offer more than a job – we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success. Compensation USD $50,999.00 - USD $69,999.00 /Yr.