Paraplanner Jobs

About The Position

Requirements

• Three (3)+ Years of management experience (having direct reports)
• Five (5)+ Years of professional service paraplanner experience
• Ohio Life and Health Insurance license
• Communication Excellence – managing and inspiring a team, and supporting our clients requires a world class communicator, both internally and externally
• Management – you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
• Problem Solving – you will be asked to think and solve problems real time as your team and this position grows
• GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness

Responsibilities

• Lead the paraplanner team across the country
• Perform paraplanner duties (initially 50% of the role)
• Manage and lead the team (initially 50% of the role, increasing over time)
• Establish oneself as a top paraplanner performer over the first 12 months
• Build out financial plans
• Manage open annuity application processing until issuance
• Prep all custodian and insurance paperwork
• Run policy delivery meetings
• Prepare for annual reviews
• Act as the first line for communication for all client requests and communication
• Lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
• Think and solve problems real time as the team and position grows

Benefits

• $100,000 - $125,000 annual salary, based on experience
• Ongoing Management Training & Support
• Generous PTO policy
• Health & Dental
• 401(k)
• Life Insurance