Job Description

Elevate Your Career with Limitless Growth Potential!

Remote Retirement Planning Specialist - Join The Dyal Agency

Are you ready to take control of your career and achieve financial freedom? Join a company celebrated for its award-winning culture and explosive growth. Recognized as one of Entrepreneur Magazine’s Top Company Cultures and featured in Forbes, we’ve also been named to the Inc. 5000 list of fastest-growing companies for six consecutive years. At The Dyal Agency, we empower individuals to achieve their financial goals while enjoying the freedom and flexibility they deserve. We're a leading firm known for our client-centric approach, cutting-edge technology, and supportive team environment. We're a supportive community of professionals committed to helping clients secure their futures. Our team is dedicated to creating a supportive environment where everyone can find success and growth. We are motivated individuals with a gritty business-like mentality.

Why Choose The Dyal Agency?

• Unlimited Earnings Potential: Earn $120,000+ in your first year, with top performers reaching $150,000–$200,000 annually
• Ultimate Flexibility: Work remotely from anywhere, set your own schedule, and enjoy a true work-life balance
• Proven Success System: Comprehensive training, mentorship, and tools to help you succeed from day one

About the Role:

The Dyal Agency is seeking compassionate and driven individuals to join our team as Remote Retirement Planning Specialists. We're a supportive community of professionals committed to helping clients secure their futures.

As a Remote Retirement Planning Specialist, you'll build strong relationships with clients, educate them about life insurance and retirement planning strategies, and provide exceptional customer service. You'll work closely with clients to understand their needs, provide tailored solutions, and guide them through the decision-making process. We're looking for individuals passionate about helping others and committed to ethical practices.

Your Responsibilities:

• Client Engagement: Build strong relationships with clients, understand their retirement goals, and assess their financial situation.
• Education: Educate clients on retirement planning strategies, including investment options, Social Security benefits, and estate planning.
• Customer Service: Deliver exceptional customer service throughout the sales process, supporting client goals.
• Organization: Manage client interactions efficiently and ensure accurate documentation and thorough follow-up.
• Collaboration: Work closely with team members to contribute to collective success.

Ideal Candidate Profile:

• Communication Skills: Excellent verbal and written communication abilities.
• Compassion: A genuine desire to help others.
• Integrity: A commitment to ethical practices.
• Attention to Detail: A meticulous approach to managing client interactions.
• Team Player: A collaborative and supportive attitude.
• Work Ethic: A strong drive to achieve goals.

Qualifications:

• Reside in the United States
• US Citizen or Legal/Permanent Resident
• Possess a strong work ethic and a desire to succeed

What We Offer:

• Competitive Compensation: Attractive commission-based compensation with incentives.
• Flexibility: Remote work environment.
• Development: Ongoing training and development opportunities.
• Culture: A supportive and positive team culture.
• Career Growth: Opportunities for advancement within our growing agency.

Ready to Unlock Your Full Potential?

Take the first step toward your six-figure career today! Submit your resume and a brief note on why you’re the perfect fit. We’ll reach out to schedule an interview.

Don’t wait! Your future starts now!

Note: This is a commission-based 1099 independent contractor role. U.S. applicants only.

By applying to this open position, I agree that The Dyal Agency may contact me by SMS, Email, and Phone Call

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