We are looking for a results-driven, entrepreneurial-minded professional to join United Benefits in providing top-tier financial services for federal employees.

General Accountabilities/Responsibilities:

• Responsible for building and managing the financial planning team
• Assess client needs to provide a comprehensive financial plan
• Manage relationships and ensure the satisfaction of clients
• Analyze the territory/market’s potential, track sales, and status reports
• Collaborate with the marketing department to create appropriate marketing messages
• Assist retirement specialists in the retirement planning process
• Design and implement processes to ensure the long-term success of the department

This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

Job Requirements:

• Highly motivated and result driven
• Time management and organizational skills
• Ability to work independently on daily tasks and projects
• Ability to create and deliver presentations tailored to the audience needs
• Excellent relationship management skills
• Experience in finance industry preferred
• Degree in related field (finance, economics, business, accounting)
• Series 65 license

Job Type: Full-time

Pay: $50,000.00 – $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Florence, AL: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Preferred)

Experience:

• Financial planning: 3 years (Preferred)

License/Certification:

• Series 65

Work Location: In person