Job Description

We're seeking a driven Retirement Planning Specialist to join our growing team. In this role, you'll help clients develop comprehensive retirement strategies while building your own professional practice within our supportive framework. Key Responsibilities • Provide personalized retirement planning solutions to clients • Educate clients on retirement asset growth and protection strategies • Conduct needs analyses and recommend appropriate financial products • Build and maintain long-term client relationships • Leverage our digital platforms to enhance client experience • Stay current on industry regulations and product offerings Qualifications • Strong interest in financial services (prior experience beneficial but not required) • Excellent communication and relationship-building skills • Self-motivated with an entrepreneurial mindset • Desire to continuously learn and develop professionally • Willingness to obtain necessary licenses (we provide training and support) Why Join Us?• Unlimited Income Potential : Commission-based compensation structure with no ceiling • Career Growth : Clear pathway to leadership and potentially running your own agency • Comprehensive Training : Industry-leading education and mentorship programs • Work Flexibility : Build your business around your lifestyle • Purpose-Driven Work : Make a real difference in families' financial futures Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients About Company: GFI - ABL Financial is a leading non-captive fintech brokerage that partners with over 25 A-rated Fortune 500 financial institutions. Our goal is simple yet powerful: to inspire families to dream again. With a mission to help 100 million families by 2030 — leaving no family behind —we're revolutionizing how financial services are delivered. Our industry-leading persistence rates demonstrate our commitment to building lasting client relationships. As a non-captive brokerage, we provide unbiased solutions tailored to each client's unique needs rather than pushing proprietary products. We combine financial education with cutting-edge technology to digitize personal finance. This creates a seamless digital experience for clients to efficiently access the services they need. Our comprehensive approach includes: Retirement asset growth and protection strategiesEducational planning for childrenLegacy protection through long-term care optionsLiving benefits solutionsPersonalized financial education

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