Retirement Specialist

Retirement Specialist

Company Description

Hard Roc Academy is a forward-thinking organization committed to providing comprehensive solutions and education for personal and professional development. We prioritize innovation, inclusivity, and a supportive environment for both our clients and team members. Our vision is to create impactful experiences that empower individuals across various industries. At Hard Roc Academy, we value collaboration and continuous learning as key drivers of success.

Role Description

This is a part-time remote role for a Retirement Specialist. Responsibilities include working closely with clients to develop personalized retirement plans, providing guidance on employee benefits and insurance options, and offering financial planning insights to achieve retirement goals. The specialist will communicate effectively with clients to ensure clarity and confidence in their financial strategies.

Qualifications

• Knowledge of Insurance and Finance principles
• Strong Communication skills for client interaction and engagement
• Ability to work independently in a remote setting
• Will be required to obtain a State Life Producer license within 30 days of start date