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Job Details

FINANCIAL SERVICES 403B SPECIALIST

Job Summary

  • Company: VRSI, VIRGINIA RETIREMENT SPECIALISTS, INC.
  • Location: FREDERICKSBURG, Virginia (Stafford, Spotsylvania-VA)
  • Job Type: Full-Time
  • Education Level: Bachelor's (BA/BS)
  • Career Level: middle
  • Years of Experience: 2-5 years

Job Description

VRSI is a full service financial organization offering retirement planning,
investments, annuities, and insurance products through a variety of companies. VRSI
has been providing quality insurance and investment instruments to Teachers for over
30 years. Today we continue our growth at a faster pace than ever before.

If you are motivated by helping people, you seek the opportunity for unlimited income
potential for you and your family, and you have a solid work ethic, you’ve found your
final career home.

This individual will be responsible for 403(b) and 457 enrollments, individual
retirement and investment counseling. Additionally, the candidate must have abilities
to conduct retirement and investment seminars. Qualified candidates must possess the
skills necessary to effectively communicate, schedule and conduct one on one
retirement counseling appointments, recommend and implement investment and insurance
instrument strategies. Be the go to professional for client service issues and
investment and insurance questions.

The ideal candidates should possess the following qualifications:
• Strong understanding of the defined contribution market place (403(b) & 457
plans
• Knowledge of rules/regulations around contribution limits, loans, withdrawals,
vesting, and plan documents
• Possesses a Life & Health Insurance Licenses at time of appointment
• Securities registrations – Series 6, 63, 65 are preferred at appointment date.
Although, required within the 1st 120 days of appointment
• Valid Driver’s License
• 2 Years proven sales track record
• Submit to and pass a comprehensive background check
Qualified candidates are expected to have the following skills:
• Territory management and business development
• Relationship building
• Insurance and Investment Instrument knowledge
• Strong negotiation skills
• Excellent written and verbal communication skills
• Ability to prioritize and multitask
• Ability to build rapport with clients
• Proficient in Power Point, Excel, Outlook, Publisher and Word
• True Desire to be involved in a mentor-ship based program geared towards long-
term employment
• College Degree
We provide the tools and resources necessary that will help set you up for success –
including:
• Continuing Market Education
• Access to existing client base
• Wide array of financial products
• Technology and systems to enable you to efficiently manage your clients’
financial information and plans
• Turnkey marketing services
• A niche market with exclusively endorsed products
• A school site and place to work every day, every week
• Unequaled company support and training
This organization is an equal employment opportunity (EEO) employer, dedicated to
maintaining a work environment free of bias, harassment, discrimination and
retaliation. As an EEO employer, this organization expressly prohibits discrimination,
harassment, and retaliation on the basis of race, creed, ethnicity, color, age,
religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or
related medical conditions where applicable), sexual orientation, gender, gender
identity, gender expression, transgender, marital status, national origin, ancestry,
physical or mental disability, requesting a reasonable accommodation based on mental
or physical disability, medical condition (as defined by applicable law), genetic
history and information, citizenship status, military or veteran status, or any other
status protected by federal, state, or local law or ordinance or regulation
(collectively referred to here as “protected characteristics”).

Securities offered through GWN SECURITIES, INC. Member
FINRA(www.finra.org)/SIPC(www.sipc.org). 11440 N Jog Road, Palm Beach Gardens, FL
33418. (561) 472-2700. VRSI and GWN Securities, Inc. are non-affiliated companies.

Candidates interested in applying to this role should e-mail jdittmar@vrsifinancialcom.

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