Retirement Specialist in Training

This paid training program prepares candidates to obtain necessary financial licenses, including the SIE, Series 7 & 66, and State Variable Life & Health licenses, within 120 days. Upon completion, the role transitions into an Inbound Participant Support position focused on assisting clients with financial transactions and building foundational knowledge of retirement plans. The long-term objective is to develop highly motivated individuals into Financial Advisor roles where they manage a book of business and cultivate long-term client relationships.