What are the responsibilities and job description for the Retirement Planning Advisor position at Success Financial Solutions?
Join Success Financial Solutions, LLC for a unique opportunity in insurance and retirement planning.
We are based in Western Pennsylvania, with offices in Pittsburgh, Somerset, and Punxsutawney. We’re proud of our local roots and strengthened by a national partnership with American Senior Benefits, giving us access to more than 220 top insurance and financial companies. Our mission is to help retirees plan for healthcare, income, and long‑term financial security.
We’re seeking motivated, competitive, and entrepreneurial individuals to join our team. This role is ideal for both experienced financial professionals and those exploring a new career path. Strong communication skills, self‑motivation, openness to learning, and coachability are essential.
This is a commission‑based position, with most new advisors earning $55,000–$95,000 in their first year. As your client base grows, many advisors go on to exceed $100,000 in annual income.
What We Offer
- Professional training designed for long‑term success
- One‑on‑one mentorship and ongoing support
- Access to top products across the financial services industry
- Ability to build your own business within our structure
- Turnkey marketing systems and lead support
- Competitive commission and long‑term residual income
- Career development and advancement opportunities
- Performance‑based bonuses
- Flexible scheduling
- Supportive, high‑performing team environment
- Clear pathways to leadership roles
What You’ll Do
- Meet with new clients to understand their needs
- Gather and analyze client information
- Recommend customized retirement and insurance solutions
- Provide ongoing service to existing clients
- Stay current with industry trends and training
Take the Next Step
If you’re driven to grow and ready for a meaningful career opportunity, we invite you to apply. This could be the most impactful step you take toward your future.
Job Type: Full-time
Pay: $55,000.00 - $95,000.00 per year
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Meyersdale, PA 15552
Salary : $55,000 - $95,000