Retirement Advisor

Job Description

Job Description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12 / 31 / 23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description :

As a Sales Advisor at RPOA, and SEC Registered Investment Advisory firm, you play a pivotal role in shaping prospective clients’ financial future by leveraging our marketing leads to generate new business. Unlike traditional roles, marketing leads will be provided by RPOA, allowing you to focus entirely on closing leads and expanding our clientele. Supported by our dedicated service advisors who will manage client accounts, your sole purpose of closing new business will be an integral part of our mission to provide as many people as possible with financial peace of mind in retirement.

Job Responsibilities :

• Lead Conversion Mastery : Your focus will be on converting marketing leads into satisfied clients, utilizing your skills to articulate the benefits of our Financial Planning firm.
• Strategic Networking : Actively participate in client and prospecting events to build a robust network and generate additional leads, contributing to the growth of our client base.
• Lead Support : Rely on the support of RPOA for a steady stream of leads; no cold-calling required. Your task is to convert these leads into long-term, satisfied clients.
• Team Collaboration : No service obligations on your part. You'll work seamlessly with our exceptional Retirement Planner team, allowing you to concentrate on closing new business while they maintain and protect our existing book of business.

Job Qualifications : Education :

Experience & Skills :