Federal Retirement Planning Specialist
As a Federal Retirement Planning Specialist, you will work with federal employees to help them understand, optimize, and supplement their government-sponsored benefits (FERS, CSRS, TSP, and more). You’ll provide personalized strategies for bridging income gaps and securing long-term retirement income using IULs and fixed indexed annuities.
Key Responsibilities
• – Educate clients on their federal retirement benefits and options.
• – Conduct virtual appointments and financial assessments.
• – Design retirement income strategies using fixed indexed annuities and IULs.
• – Maintain CRM activity and follow-up workflows.
• – Participate in ongoing training and mentorship from our FMO/IMO partners.
Ideal Candidate
• – Licensed life insurance agent (or willing to become licensed).
• – Interest in helping federal employees secure retirement income.
• – Strong communication and consultative sales skills.
• – Comfortable conducting virtual meetings.
• – Detail-oriented with a desire to learn planning strategies.
• – Compensation: Two performance-based plans are available and will be discussed during the
interview process. Both are structured to earn 6-figures annually with scalable upside