Urgent need of Retirement & Financial Planning Specialist 2025

Job Description

Remote

Frontlines Financial Partners

Company Description

Frontlines Retirement Financial Partners is a non-captive brokerage that partners with over 100+ financial institutions across the United States. Our team of specialists are on the frontlines every day, helping clients find solutions to their financial needs. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals. Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need.

Role Description

This is a part-time remote role for an Retirement & Financial Planning Specialist. The Specialist will be responsible for providing insurance and financial planning solutions to clients. The day-to-day tasks will include analyzing client needs, recommending suitable products, managing client accounts, and providing exceptional customer service.

Work Types

We offer 3 types of work-effort:

1. Full Time

2. Part Time

3. Referral Partner depending on your current employment schedule.

*You do not have to quit your current job if you join us with any of these options*

Most of our new agents start off as Referral or Part time prior to transitioning to full time but still make the same commissions as our full timers. You get to work with A+ Rated financial companies across the nation. Best part about this opportunity, it’s 100% remote.

Experience Retirement & Financial Planning Specialist

Remote

No financial experience is required before joining as you will learn everything hands on. However, if you have any of these skill sets or experience it will help you move quickly in the company.

– Leadership/Managerial

– Public Speaking

– Customer Service

– Sales

– Banking

– Accounting/Software

– Entrepreneur

Opportunity Description

– Develop Financial Need Analysis (FNA) for Clients

– Place families, individuals, and business owners in a financial position of advantage for some of these following:

1. Retirement Planning

2. Protect Assets/Funds

3. Build and Leave a Legacy

4. Index Strategies

5. Estate Planning with our legal team

-1099 position with performance-based Retirement business model

Work Schedule

1. Part Time – 10-15 hours a Week, varies by the individual.

2. Leads – We have Warm & Cold Market, we don’t have you buy leads

3. It’s all Remote, Zoom is our platform.

4. You are assigned a “Field Trainer” who is an experienced professional and Retirement will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.

5. Daily training to help shape your business.

Non-negotiable

– Must pass a background check (No Felonies)

– Must have or be able to obtain a U.S Social Security Number

– Must currently reside in the United States, Puerto Rico or Canada during the initial for the process. (Hiring-License)

– Must be 18+ years old (This is a Federal Requirement)

Job Type: Part-time

Pay: $50,000.00 – $90,000.00 per year

Expected hours: 6 – 20 per week

Benefits:

• Flexible schedule

Application Question(s):

• Are you currently employed?

Education:

• Bachelor’s (Required)

Work Location: Remote