FTJ Retirement Advisors provide advice with Investment and Insurance-related services to individual clients, employers and families. These services are delivered through an innovative financial planning approach that helps clients achieve their goals.
Forrest T. Jones & Company (FTJ) is a third -generation, family-owned business whose history stretches back more than 65 years. FTJ is an insurance agency, broker, and third-party administrator licensed in all U.S. states and the District of Columbia who today serves more than half million insured through its national, regional marketing and third-party administration activities.
Position Summary
Establish, maintain, and enhance relationships with education institutions and companies to increase 403(b), and 457 and 401(k) retirement plan participation on behalf of FTJ Retirement Advisors. Work with employees, individuals and their families to prepare financially for retirement and various life events. Work location is remote, Northeast Missouri.
Primary Responsibilities
- Recruit new and grow existing assets under management.
- Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.
- Meet with School Districts and businesses providing financial planning education designed to improve 403(b)/457(b)/401(k) plan participation rates.
- Assess the financial needs of individuals and assist them with developing a financial plan.
- Memorialize and input prospect and client communication into CRM
- Perform other related duties as assigned and required.
Competencies
- Ability to work independently and with a strong internal drive for achievement
- Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups
- Proficient in Excel, Word, and PowerPoint
Requisites
- Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment.
- Missouri and/or Kansas Life and Health licenses.
- Prior work experience in mutual funds, annuities, and Life Insurance.
- Prior work with group benefit plans and 501(c)(3) organizations preferred.
We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
Skills Required
- Series 6 or 7 license
- Series 63 license
- Series 65 or 66 license
- Ability to obtain required securities licenses within the first 90 days of employment
- Missouri and/or Kansas Life and Health licenses
- Prior work experience with mutual funds, annuities, and life insurance
- Excellent oral and written communication skills
- Ability to make effective presentations to target groups
- Proficiency in Excel, Word, and PowerPoint
- Prior work with group benefit plans and 501(c)(3) organizations
What We Do
Forrest T. Jones & Company (FTJ) is an insurance agency and administrator that was established in 1953 to provide insurance products and other financial services to members of associations and other affinity groups. FTJ currently provides insurance programs to more than 80 national associations and employer groups with more than 1.5 million members. We work with more than 30 of the nation’s leading insurance companies to provide members / employees with access to high quality insurance plans—many with special features and benefits not readily available elsewhere—at favorable group rates. As the flagship of an enterprise that includes two life insurance companies, a reinsurance company, and a FINRA broker/dealer, FTJ offers an exceptional level of strength and flexibility for our association and affinity group clients. Throughout the years, FTJ has worked hand-in-hand with its clients in adding value to member and customer programs through quality insurance products. FTJ has been family owned and managed since its inception, and we pride ourselves on maintaining close, personal relationships with our clients. We strive to meet their needs in a dynamic environment by applying the latest technology, marketing expertise, and our relationships in the insurance industry to attain the best possible insurance plans for their members and support those plans with old-fashioned, high-touch personal service. The company is headquartered in Kansas City, Missouri.
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