Retirement Planner

Job overview

The Retirement Planner role is listed in Greenville, NC. Compensation is commission-based; the posting reports that agents meeting annual minimum sales production requirements averaged $115,917 in 2022, while individual income depends on performance and is not guaranteed. New York Life describes its work as helping individuals, families, and small businesses with financial well-being and retirement preparation. The role develops expertise in retirement planning and helps clients prepare for retirement, preserve savings, and pursue financial goals. Training, licensing support, digital tools, and peer support contribute to building a financial-advisory practice and serving clients over the long term.

What you'll do

• Develop retirement-planning expertise through the Retirement Planning Practice Model
• work toward required licenses and professional designations
• use training, coaching, digital sales and marketing tools, and peer support
• and help clients address retirement planning and preservation needs.

What we're looking for

Skills & competencies

retirement planner

greenville nc

new york life

retirement planning

financial services

commission-based

2022 average income $115,917

licensing support

professional designations

training and development

client financial goals

401(k)

pension

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance
• 401(k)
• pension
• subsidized training during the first two years
• and company-paid costs for specified licenses and designations.

Why this role

The company states it pays the costs of specified licenses and designations and subsidizes training during the first two years. The posting also describes medical, dental, vision, life, and disability insurance, a 401(k), and a pension.

About the employer

New York Life is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.