What are the responsibilities and job description for the Retirement Advisor & Market Development Manager position at Streamline Insurance Solutions, LTD?
Retirement Advisor & Market Development Manager
Streamline Insurance Solutions – Ontario/Mansfield, Ohio
Full-Time
Streamline Insurance Solutions is looking for an entrepreneurial, outgoing, and motivated professional to help lead and grow our Mansfield-area office.
This is not a traditional marketing or advisor position. We are looking for someone who wants to take ownership of a market—building relationships, developing new business, hosting educational events, working with clients, and helping oversee the day-to-day success of the office.
We want this person to feel like they are running their own business within Streamline, while having the resources, support, established brand, systems, and team behind them.
What You’ll Do
- Help lead and oversee our Mansfield-area office
- Take ownership of growing Streamline's presence in the Mansfield community
- Develop relationships with local businesses, organizations, and community partners
- Create and execute local marketing and business-development strategies
- Plan, promote, and host retirement seminars, educational classes, workshops, and client events
- Meet with prospective and existing clients based on licensing and experience
- Help clients navigate retirement planning, insurance, investments, and related financial decisions
- Generate new opportunities through networking, referrals, seminars, and community involvement
- Coordinate with our marketing, administrative, and advisory teams
- Track results and take ownership of the office's growth and performance
- Bring new ideas to the table and have the freedom to help build the market
Who We’re Looking For
Our ideal candidate is someone who:
- Is insurance licensed and/or an Investment Adviser Representative (Series 65 or equivalent qualification)
- Has retirement planning or financial-services experience — highly preferred
- Has an entrepreneurial mindset and enjoys building something
- Wants responsibility, autonomy, and the opportunity to take ownership of an office
- Is outgoing and willing to put themselves out there in the community
- Is comfortable developing relationships and asking for business
- Is confident speaking in front of groups
- Is creative and willing to try new marketing ideas
- Is organized, dependable, and able to follow through
- Is committed to a full-time career and becoming an important part of our organization
Experience hosting retirement seminars, educational workshops, classes, or community events is highly preferred.
This Could Be a Great Fit If…
You have ever thought, “I would love to run my own business, but I don't necessarily want to build everything from scratch.”
We want someone who will look at the Mansfield office as their market—someone who notices opportunities, develops relationships, creates events, follows up with prospects, takes care of clients, and is excited to see the office grow.
You'll have room to be creative and entrepreneurial while being part of an established company with a team and infrastructure supporting you.
About Streamline
Streamline Insurance Solutions helps individuals and families navigate retirement planning, investments, insurance, and Medicare. We believe strongly in education, long-term relationships, community involvement, and helping clients bring all the pieces of their financial lives together.
We're looking for the right person to help us build the next chapter of Streamline in the Mansfield area.
If you're an entrepreneurial financial professional who wants more ownership than a typical advisor or marketing position offers, we'd love to talk with you.
To apply: Please submit your resume along with a brief note describing your financial-services experience, current licenses, experience with retirement planning or seminars, and why this type of opportunity interests you.
Application Question(s):
- Do you currently hold a Series 65 or other qualificaion allowing you to act as an IAR?
- Are you comfortable conducting Seminars and networking in the community?
- Have you ever wanted to own or build your own business?
License/Certification:
- Life & Health Insurance License (Required)
Work Location: In person