Industry: Financial Services
Employment Type: Part Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
Full Job Description
Join StanCorp Financial Group as a Retirement Planning Consultant
AARP Job Listing
Are you passionate about helping others secure their financial future? Do you have a deep understanding of retirement planning and investment strategies? If so, we invite you to explore an exciting opportunity as a Retirement Planning Consultant at our Portland, Oregon office within StanCorp Financial Group.
About Us
StanCorp Financial Group is dedicated to providing high-quality financial services and solutions to our clients. With a commitment to integrity, customer-centric focus, and innovation, we strive to create financial security for individuals and families. Our culture fosters collaboration, growth, and community involvement. As we expand our team, we’re eager to add individuals who share our vision and dedication to helping others.
Position Overview
As a Retirement Planning Consultant, you will play a vital role in guiding clients through their financial journey, focusing primarily on individuals aged 50 and above, as they prepare for retirement. Utilizing our extensive resources and tools, you will provide personalized advisory services to help clients develop and implement effective retirement strategies that align with their goals.
Key Responsibilities
- Conduct in-depth consultations with clients to assess financial needs and retirement objectives.
- Analyze clients’ current financial situations and create tailored retirement plans.
- Stay informed about the latest retirement planning trends and financial regulations.
- Educate clients about investment options, tax implications, and retirement accounts.
- Guide clients through the application process for retirement products and services.
- Build and maintain strong relationships with clients to foster trust and long-term engagement.
- Participate in community outreach and AARP workshops to promote financial literacy.
Qualifications
The ideal candidate will possess the following qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field.
- At least 3 years of experience in financial planning or retirement consultation.
- Extensive understanding of retirement offerings, including IRAs and 401(k)s.
- Proven ability to create customized financial plans that meet client needs.
- Strong analytical skills with an attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in financial planning software and tools.
- Knowledge of AARP resources and programs is highly desirable.
- Ability to work both independently and collaboratively.
Who You Are
You genuinely care about helping clients navigate their financial journey. You possess a natural ability to build rapport with clients and are motivated by the opportunity to make a meaningful impact in their lives. You enjoy working in a dynamic environment and are dedicated to staying updated on industry trends and changes.
Why Join Us?
At StanCorp Financial Group, we value our team members and offer a supportive work environment that promotes professional development and work-life balance. We provide competitive salaries, comprehensive benefits, and a culture that encourages innovation and collaboration. Join us and become part of a dedicated team that is committed to making financial success accessible to all.
Benefits
As a Retirement Planning Consultant at StanCorp Financial Group, you will enjoy a range of benefits, including:
- Competitive salary with performance-based bonuses.
- Comprehensive health insurance package including medical, dental, and vision.
- 401(k) plan with company matching contributions.
- Generous paid time off and holiday policy.
- Opportunities for professional growth and continuing education.
- Flexible work schedule to support work-life balance.
- Employee wellness programs and community engagement initiatives.
How to Apply
If you are excited about this unique opportunity and meet the required qualifications, we encourage you to apply for the Retirement Planning Consultant position. Please submit your resume and a cover letter detailing your experience and why you would be a great fit for our team. We look forward to hearing from you!
Conclusion
This Retirement Planning Consultant position is more than just a job; it’s a chance to impact people’s lives positively. With the growing number of retirees and individuals seeking guidance, your expertise will be invaluable in helping them achieve their retirement dreams. Join us at StanCorp Financial Group and be a part of something significant.
Frequently Asked Questions
1. What is the typical career path for a Retirement Planning Consultant at StanCorp Financial Group?
Many consultants start in junior roles and can advance to senior consultant positions or management roles as they gain experience and establish a track record of success.
2. Does the position offer training programs or professional development opportunities?
Yes, StanCorp Financial Group believes in investing in our employees and offers various training programs, workshops, and educational resources for continuous learning.
3. Is previous experience with AARP resources necessary?
While experience with AARP resources is desirable, we do provide training and resources to help you become familiar with them.
4. What types of clients will I work with?
You will primarily work with clients aged 50 and above, helping them navigate their retirement planning and financial needs.
5. How does the performance evaluation process work at StanCorp Financial Group?
Performance evaluations are typically conducted annually, focusing on individual goals, client satisfaction, and contributions to team objectives. Regular feedback also occurs through ongoing conversations with management.
