Company Description Purdom's Financial is a non-captive brokerage that partners with over 100+ financial institutions across the United States. Our team of specialists are on the frontlines every day, helping clients find solutions to their financial needs. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals. Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need.
Role Description This is a part-time remote role for an Retirement Planning Specialist. The Specialist will be responsible for providing insurance and retirement financial planning solutions to clients. The day-to-day tasks will include analyzing client needs, recommending suitable products, managing client accounts, and providing exceptional customer service.
Key Responsibilities:
Qualifications
Preferred Qualities: We are looking for individuals who have the following qualities and mindset:
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