Retirement Planning Strategist

Woodling Social Security & Retirement Planning LLC

Woodling Social Security & Retirement Planning is seeking motivated professionals who are passionate about helping individuals and families make informed retirement decisions. Our advisors educate clients on Social Security claiming strategies, Medicare, pension benefits, retirement income planning, life insurance, long-term care planning, and legacy planning.

Our mission is simple: Help people retire with confidence by making informed decisions that maximize income, reduce taxes, and protect the wealth they have worked so hard to build.

Whether you are an experienced insurance professional or new to the industry, we provide the training, tools, mentorship, and proven planning process needed to build a successful practice.

What You'll Do

• Conduct retirement planning consultations with individuals and families.
• Educate clients on Social Security claiming strategies using our personalized planning tools.
• Review pension options, retirement income sources, and employer-sponsored retirement plans.
• Help clients understand Medicare enrollment and supplemental coverage options.
• Identify life insurance and annuity solutions that align with each client's goals.
• Discuss estate planning concepts and coordinate with attorneys and tax professionals when appropriate.
• Utilize our Social Security Roadmap, and Retirement Analysis tools to educate clients.
• Build lasting client relationships through exceptional service and annual reviews.
• Develop referral relationships with accountants, financial professionals, and community organizations.
• Participate in educational workshops, seminars, webinars, and community events.

What We Provide

• Comprehensive training and one-on-one mentorship.
• Proven retirement planning process.
• Marketing support and educational presentation materials.
• Access to industry-leading retirement planning software and Social Security analysis tools.
• CRM system and client management resources.
• Partnerships with highly rated insurance carriers.
• Flexible schedule with the ability to work virtually or in person.
• Ongoing coaching and professional development.

Qualifications

• Excellent communication and relationship-building skills.
• Strong desire to educate and serve clients.
• Self-motivated with an entrepreneurial mindset.
• Ability to work independently while collaborating with a team.
• High level of professionalism and integrity.
• Life & Health Insurance License (or willingness to obtain one).
• Financial services, insurance, Medicare, or retirement planning experience is preferred but not required.

Preferred Qualifications

• Registered Social Security Analyst (RSSA) or willingness to obtain the designation.
• Experience with retirement income planning.
• Public speaking or seminar presentation experience.
• Existing professional network or referral relationships.

Compensation

• Independent Contractor (1099)
• Commission-based with bonus opportunities
• Renewal income opportunities
• Performance incentives
• Flexible full-time or part-time schedule

Ideal Candidate

You are someone who enjoys educating others, solving complex retirement questions, and building long-term relationships. You believe clients deserve education before recommendations and are committed to helping them protect what they have earned.

About Woodling Social Security & Retirement Planning LLC

Woodling Social Security & Retirement Planning LLC specializes in retirement education and planning. We help clients understand how Social Security, pensions, Medicare, taxes, insurance, and estate planning work together as part of a comprehensive retirement strategy.

Our educational services include:

• Personalized Social Security Analysis
• Pension Reviews
• Retirement Income Planning
• Medicare Education
• Estate Planning Coordination
• Life Insurance & Final Expense Planning
• Long-Term Care Planning
• Tax-Efficient Retirement Strategies
• Self-Employed Tax & Retirement Analysis (SETERA) for S-Corporations

Our Philosophy

"Our clients have worked, earned, saved, and built their nest egg alongside their financial advisors. We're here to help them spend it safely and in the most tax-efficient way possible."