Now Hiring - The Wealth Solutions Group, Inc - Business Development / Retirement Planning Professional in Cary, NC

Full description of the position

Full-Time | On-Site | Cary, NC (Triangle Area) About The Wealth Solutions Group, Inc. The Wealth Solutions Group, Inc. is a statewide retirement planning firm built on an education-first model. We specialize in delivering Educational Retirement Planning Workshops designed to reach: * Pre-retirees and retirees. * Small business owners and their employees. * Trade groups and professional associations. Our process allows advisors to focus on planning, relationships, and implementation. Not cold prospecting to generate new business. Our Marketing campaigns are focus driven. Something For You to Reflect Upon: * Are you expected to figure it out on your own-without a proven lead system? * : Do you feel your employer is invested financially in your growth/success? * : Is someone at work sharing with you what's successfully working? * : Do you feel appreciated & valued at work? Does your opinion matter? * : Are you experiencing poor client growth with inconsistent income swings? * What would you do differently if given the opportunity to scale/grow your career? * What value could you bring us if you were to leave your present employer? Could We Be That New Opportunity That You 're Looking For? We take a Blue Ocean approach to growth when it comes to generating new business. This educational workshop market continues to experience strong demand and our growth reflects that momentum. * We have an in-house digital marketing and graphic design team. * We offer professionally designed/executed direct mail & digital marketing. * We Generate warm-pre-qualified workshop leads with -no cold calling. * Consistent lead flow driven by company funded marketing campaigns. * Mentorship-Looking to Scale/Grow Your Business-We're looking to invest in you. Qualifications/Position Overview We're looking for an experienced professional with 1-3years experience in retirement planning, insurance sales or financial services where you had to self-generate your own business. The position requires someone to have strong interpersonal and organizational skills. Someone that pays attention to detail and is analytical. Someone that is comfortable in a consultive sales environment, is self-motivated and goal driven. Also, someone having the ability to work collaboratively while managing individual performance expectations. Key Responsibilities: You will work closely with the firm's principal to conduct discovery calls, Zoom meetings, and in-person consultations with workshop attendees and referred prospects. You'll effectively communicate retirement planning concepts to pre and post retirees, business owners and individuals associated with trade groups and associations. You'll evaluate financial information and assist in formulating effective retirement planning strategies for clients. Responsible for maintaining accurate and compliant documentation and notes on each client's file for compliance purposes. Travel is required within a 1-to-2-hour radius of the Cary office to support the educational workshops. Education/Licensing: Bachelor's Degree-Plus NC Life, Health, LTC, Medicare & Annuity Licensing. Series 65 Licensing a plus. Compensation & Growth * Competitive base/draw based on experience and proven track record. * Commission structure designed to scale with performance. * Regular bonus incentive program tied directly to workshop conversion rates. * Clear advancement opportunities for the right individual. * Marketing, operational, and administrative support provided by the firm. Interested? Please submit your resume & cover letter! Job Type: Full-time Experience: * Financial and Retirement Planning: 3 years (Preferred) Ability to Commute: * Cary, NC 27511 (Required) Willingness to travel: * 25% (Required) Work Location: In person