- Superior customer service which is reflected in a high degree of customer retention of our 900+ clients.
- Strategic partnerships that strive to fully understand our clients' needs and be a valuable extension of their HR and Benefits departments.
- Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment.
- Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience.
- Strong knowledge of personal financial planning, retirement planning, and finance, insurance benefits sales
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in finance or related experience a plus
- Experience in financial planning
- Experience with financial products, life insurance, 401k, annuities, asset management a plus
- Experience calling businesses and setting appointments
- Licensed in Life and Health Insurance or willing to obtain
- Ability to maintain client confidentiality
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State of Connecticut Newington, United StatesIntroduction · Are you an experienced engineer who is passionate about shaping the future of transportation in Connecticut? Come join our great team of engineering professionals and make an impaCT The , , is now accepting applications for positions to serve as Lead Geotechnical ...
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Financial Planner - Newtown, United States - JS Benefits Group
Description
Company Description
JS Benefits Group is an Employee Benefit and HR consultancy located in Newtown, PA and working with more than 30 of the nation's top carriers. JS Benefits Group works with employers in the Mid-Atlantic region of the US, offering Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform, and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company's overall philosophy.
Role Description
This is a full-time hybrid role for a Financial Planner located in Newtown, PA but with flexibility for some work from home. The Financial Planner will be responsible for providing financial planning guidance, creating personal financial plans for our groups, assist with retirement planning, group benefits sales opportunities, and other finance-related business opportunities.
Qualifications
