The Retirement Benefits Group helps employees of public school, universities, municipalities, health care and non-profit organizations enroll in their employer’s Tax-Sheltered Annuities (TSAs) and Employee Deferred Compensation (EDC) plans. Many employees that are eligible for our products and services underestimate their need to save for retirement and so currently do not take advantage of their savings opportunities.
Our highly trained professionals take the time to understand clients’ needs, the demands on their time, and their personal and professional objectives. Armed with this information, our financial professionals help clients make important financial decisions and achieve their financial goals.
What You Can Expect
Your sales opportunities only begin with the Company’s products. They continue when clients come to you for help with other financial issues, such as education funding, financial planning, and insurance protection for themselves and their families. As clients approach retirement, many will seek your help in reinvesting proceeds from their 403(b) (a retirement program similar to a 401(k)) and IRA and managing their retirement income.
To help you succeed – and help clients achieve their financial goals – we provide:
• A Focused Market
The advantage of having a targeted market to work in everyday, knowing where your prospects will come from.
• Access to excellent products
In addition to competitive 403(b) TSA and 457 EDC products, we also offer more than 40 mutual fund families, as well as Insurance and Annuity products from many other companies.
• Specialized training
Qualifying financial professionals go through a three-tiered training program to receive invaluable information, sales process instruction, peer coaching and product education.
• Marketing and sales support
Our proven marketing process -- constantly refined and updated -- will guide you through educating clients, developing relationships, and enhancing your position in your community. In addition, you are fully supported by a Central Business Unit that includes a highly specialized Sales Desk to assist you with your day-to-day questions.
Our extensive, state-of-the-art technology resources can help you develop, present, and implement client strategies. Internet capabilities facilitate high-quality service.
Financial professionals in the RBG are commissioned sales people. This can potentially provide you the opportunity to earn an income that is directly tied to your performance. Compensation includes Base salary and commission.
• OTE 60k-80k+++
Comprehensive medical, insurance, retirement packages and opportunity for advancement.
Scottsdale servicing the Greater Phoenix Marketplace