Retirement Income Annuities Consultant

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country.

After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change.

We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer :

• Casual Work Environment Generous Paid Time Off Flexible Work Schedule Great Benefits And More… Come take your career path to the next level!
• The Retirement Income Consultant will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance.
• This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country.
• This position is a critical connection point in the relationships between the Advisors and the home office staff.

Essential responsibilities and tasks of the Retirement Income Consultant are :

Document all interactions in the wholesaler CRM system Additional duties as required Successful Retirement Income Consultant candidates will have :