The Retirement Guys Formula is seeking a full-time insurance and securities licensed employee that is skilled in various areas necessary to a financial planning firm. Must have experience with multi-media campaigns such as blast email software, digital marketing, video, conference calls, and web design is a plus. Candidate that possess knowledge of the financial planning industry is preferred. Regular job duties will entail daily admin work such as opening and servicing accounts, marketing to and for representatives, running marketing and communication campaigns to clients and possess impeccable attention to detail. Some tasks will include event planning and preparation and follow up. Our firm places a huge emphasis on culture and commitment and any applicants must be a team player and a great fit. If you are interested in this position, please send us a copy of your resume with a custom cover letter between 600 to 800 words on why you would make a great fit for our team. To find about more about our team visit (link removed)

 

Job Type: Full-time

Experience:

• data entry: 1 year (Preferred)


• customer service: 1 year (Preferred)


• marketing: 1 year (Preferred)

Benefits:

• Retirement plan


• Paid time off

Management:

• Team Lead

Typical start time:

• 9AM

Typical end time:

• 5PM

This Job Is Ideal for Someone Who Is:

• Dependable -- more reliable than spontaneous


• People-oriented -- enjoys interacting with people and working on group projects


• Detail-oriented -- would rather focus on the details of work than the bigger picture


• Achievement-oriented -- enjoys taking on challenges, even if they might fail

Schedule:

• Monday to Friday