Financial Advisor - U.S. Retirement & Benefits Partners : Job Details

COMPANY OVERVIEW

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com.

We are looking for Financial Advisors to join our Partner Firm, Mutual Inc.

The USRBP/Mutual Inc advantage:

A Mutual Inc. Advisor will spend their time building relationships with centers of influence, presenting to large groups of potential clients, and meeting individuals one-on-one to jointly discuss wealth management and financial/retirement planning processes. Unlike other competitors, with Mutual Inc. you will be given a book to build your own pipeline, leaving out the need for cold calling. With over 120 school districts across the Long Island territory, you will be able to extend and maintain your relationships to comfortably build your career as a Mutual Inc. Financial Advisor.

One of the biggest challenges often expressed in this industry is the lack of qualified leads and how time-consuming it is to conduct cold marketing efforts. Our sales model eliminates that aspect and enables advisors to navigate a successful career by utilizing their networking, presentation, and interpersonal skills. Try an endorsed market niche where people really want and need to see you.

ADDITIONAL BENEFITS:

As a Financial Advisor with Mutual Inc., you can look forward to the following benefits:

• Unlimited compensation potential – grow your book of business with no cap on the commissions you can earn, transition potentials and no cold calling. Work Remotely in the field – Must live within Long Island, NY. Opportunity to work existing client relationships while developing new ones.
• Marketing support that helps with the coordination of financial presentations, seminars, and client appreciation events.
• Affinity prospecting through relationships within the markets served, facilitating effective lead generation.
• Comprehensive and ongoing training and development, including support with systems, processes, products, and other aspects of the position.
• Strategic business planning with the Sales Management Team based on the individual advisor and geographical territory.

COMPENSATION STRUCTURE:

• Commission-based salary with potential financing, salary options, and draw opportunities.
• Possible Total Comp Potential (uncapped) *:
• Year 1: $60k to $100K
• Year 2: $100K plus

* Contingent of advisor's geographical territory and individual effort. *

REQUIREMENTS:

• Entrepreneurial mindset
• 2 to 5 years' financial services experience
• FINRA Series 6 or 7, required.
• FINRA Series 63, 65, or 66 – preferred.
• Must have a FINRA BrokerCheck report with no disclosures.
• PA Life & Health Insurance License or be willing to obtain them within 6 months of employment. (paid by company)