Forrest T Jones

Financial Services Rep

Kansas City, MO

Job description

TJ Retirement Advisors, working in the Saint Louis Region of Missouri, provide advice with Investment and Insurance related services to individual clients, employers and families. These services are delivered through an innovative financial planning approach that help clients achieve their goals.


Forrest T. Jones & Company (FTJ) is a third -generation, family owned business whose history stretches back more than 65 years. FTJ is an insurance agency, broker, and third-party administrator licensed in all U.S. states and the District of Columbia who today serves more than half million insured through its national, regional marketing and third-party administration activities.


Position Summary


Establish, maintain, and enhance relationships with education institutions and other non-profit entities to increase 403(b) and 457 retirement plan participation on behalf of both FTJ Retirement Advisors and FTJ. Work with employees, individuals and their families to prepare financially for retirement and various life events.


Primary Responsibilities


Recruit new and grow existing assets under management.

Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.

Meet with School Districts and non-profit organizations providing financial planning education designed to improve 403(b)/457(b) plan participation rates.

Assess the financial needs of individuals and assist them with developing a financial plan.

Memorialize and input prospect and client communication into CRM

Perform other related duties as assigned and required.

Competencies


Ability to work independently and with a strong internal drive for achievement

Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups

Proficient in Excel, Word, and PowerPoint

Requisites


Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment.

Missouri and/or Kansas Life and Health licenses.

Prior work experience in mutual funds, annuities, and Life Insurance.

Prior work with group benefit plans and 501(c)(3) organizations preferred.

We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.


We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.


ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

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