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Retirement Specialist
Job in
Ormond Beach, Volusia County, Florida, 32174, USA
Listed on 2025-12-29
Listing for:
ASB FINANCIAL LIMITED
Full Time
position Listed on 2025-12-29
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
Account Executive at QUALITY SURGICAL REPAIRS, INC.
This is a full-time on-site role for a Retirement Specialist based in Ormond Beach, FL. The Retirement Specialist will be responsible for providing expert guidance on retirement planning, assisting clients in understanding their employee benefits, and offering tailored financial and insurance solutions. This role involves regular client consultations, preparing financial plans, and helping clients achieve their retirement goals.
Qualifications- Expertise in Retirement Planning and Employee Benefits
- Knowledge of Finance and Insurance concepts
- Strong Communication skills and ability to clearly explain complex concepts
- Ability to develop tailored strategies and build trust with clients
- Bachelor’s degree in Finance, Business Administration, or a related field is preferred
- Relevant certifications (e.g., CFP, ChFC) are a plus
- Proficiency in Microsoft Office Suite and client management tools
Entry level
Employment typeFull-time
Job functionFinance and Sales
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