What are the responsibilities and job description for the Retirement Planning Specialist position at Strong Family Financial, LLC?
Retirement Planning Specialist:
Help Families Retire with Confidence While Building an Exceptional Career
At Strong Family, we believe retirement planning should be personal, educational, and life-changing. We are searching for motivated, coachable, and relationship-focused individuals to join our growing team as a Retirement Planning Specialist.
This is more than a sales position — it’s an opportunity to become a trusted guide for individuals and families navigating some of the most important financial decisions of their lives.
If you are driven, energetic, and passionate about helping people while creating unlimited income potential for yourself, we want to talk with you.
What You’ll Do
As a Retirement Planning Specialist, you will:
- Meet with individuals and families to review retirement goals and concerns
- Educate clients on retirement income strategies, Medicare planning, estate planning, and asset protection concepts
- Conduct personalized retirement reviews and help identify gaps or opportunities
- Build long-term client relationships based on trust, service, and education
- Attend community workshops, educational events, and client appreciation events
- Work alongside experienced leadership and mentors committed to your development
- Continue learning financial and retirement planning strategies through ongoing training
What Makes This Opportunity Different
Our team focuses on:
- Education-first consultations
- Relationship-based planning
- Team culture and mentorship
- Professional development
- Long-term client relationships
- Real impact in people’s lives
We provide the systems, coaching, and support to help the right individuals grow quickly.
What We’re Looking For
The ideal candidate is:
- Positive, coachable, and highly motivated
- Comfortable building relationships and communicating with people
- Professional and dependable
- Goal-oriented with strong work ethic
- Passionate about helping others
- Comfortable working independently while thriving in a team environment
Preferred (but not required):
- Sales or customer service experience
- Insurance or financial services background
- Life & Health license
- Public speaking or presentation experience
If you don’t have industry experience, we are willing to train the right person.
Compensation & Growth
- Competitive commission structure
- Performance bonuses and incentives
- Flexible schedule opportunities
- Leadership and advancement potential
- Ongoing training and mentorship
- Opportunity to build a long-term, rewarding career
Top performers have the ability to create significant income while making a meaningful difference in their community.
Why People Love Working Here
- Supportive team culture
- Positive, growth-focused environment
- Meaningful work that impacts families
- Strong mentorship and leadership
- Exciting events, recognition, and advancement opportunities
If you’re looking for a career where your effort directly impacts your success — and where you can truly help people along the way — we’d love to meet you.
Apply Today
Take the first step toward building a career with purpose, growth, and unlimited potential.
Your future — and the futures of the families you help — starts here.
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- Employee assistance program
- Financial planning services
- Flexible schedule
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
Work Location: In person
Salary : $50,000 - $75,000