Finance and Retirement Consultant

“Building Legacies. Empowering Families and Business Owners. Securing Futures.”

Overview

Bedrock Financial Solutions (BFS) is a Retirement and Insurance Agency supported by Integrity Marketing Group (). BFS empowers families, business owners, and community organizations through financial literacy, with a focus on tailored saving, retirement, income, and tax strategies for the clients financial goals.

Ready to take control of your career and design a life you love while making a positive impact in the lives of others?

Looking for flexibility so you can spend more time on what truly matters?

Are you a goal-oriented individual ready to take on new challenges?

With our knowledge, skills, and financial strategies, we aim to develop financial solutions that meet our clients' needs long-term. So, we are seeking an ambitious and self-motivated Financial & Retirement Consultant Professional to join our team. The ideal candidate will be responsible for participating in our training program to learn and understand our insurance solutions to educate clients on finances, asset and income protection, retirement, and more.

The ideal candidate will also be responsible for providing excellent customer service and building strong lasting customer relationships.

Summary of Duties

• Develop and maintain relationships with clients through effective communication and customer service.
• Conduct thorough assessments of clients' retirement and insurance needs through financial education and tailored financial strategies for income, retirement, and wealth transfer protection.

Key Responsibilities:

• Sales & Marketing: Actively attract new clients through our proprietary training, networking, referrals, and outreach (note: we do not buy leads and we do not cold call). Develop and execute marketing strategies to attract new business.
• Client Consultation: Meet with clients to assess their insurance, retirement, and savings needs and provide recommendations on coverage options.
• Policy Management: Prepare and present insurance proposals, explain policy features, and assist clients with policy selection.
• Customer Service: Provide ongoing support to clients, including assistance with claims, policy changes, and renewals.
• Record Keeping: Maintain accurate records of client interactions, sales activities, and policy documentation.
• Professional Development: Stay updated on industry trends, new products, and regulations to enhance your knowledge and effectiveness. A valid insurance license is required or must be obtained within a specified time frame after hiring. A proactive attitude towards learning and professional development in the insurance field.

Qualifications:

• High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is preferred.
• No prior experience in finance, retirement, or insurance is required; just be open to mentorship and learning something new.
• Valid insurance license (or willingness to obtain one). Our team provides the education and resources to attain your license. This can normally be done in 1 to 2 weeks.
• Strong communication and interpersonal skills.
• Ability to build rapport and trust with clients.
• Goal-oriented and self-motivated.

What We Offer:

• Comprehensive training program that includes written and video training, both on-site and virtual
• Support and resources for getting licensed within 2 - 3 weeks
• Unlimited Income Potential – Part-Time or Full-Time (without cold calling & without buying leads).
• Opportunities for career advancement.
• Flexible working hours, a Hybrid model, and a supportive team environment.

Join our team as an Insurance Agent and take the next step in your career while helping clients secure their futures!

Job Type: Part-time

Expected hours per week: 10 – 30 per week

Work Environment: Work from home

Supplemental Pay:

• Bonus opportunities
• Commission pay
• Residual Income

Work Location: Hybrid remote and On-site in Calverton, MD 20705 and Randallstown, MD 21133

Entry level

Part-time

Finance and Sales