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Careers

why work for

Dugan Brown

Being a part of Dugan Brown means being part of a team who takes care of one another. It is a culture that values teamwork and collaboration. We give honest feedback and we like to receive honest feedback. And even on the most stressful days, you’ll find that camaraderie is incredibly high.

Working with us means that you’ll be part of a culture that genuinely wants to see you become your best self. Every position within the company is built with this in mind and layered on top of our cause and core values, both of which guide every role within the company in two distinct ways.

First and foremost, it means that our core values and cause guide our interactions with one another. We don’t believe in forcing individuals to help others; we believe in inspiring them to want to help others. This is why we have structured our company in a way that fosters a positive work environment and incentivizes each individual to help the person next to them.

Second, it means that no matter what your position is, you will be exceptionally well-trained. You will receive training unique to your position as well as training designed to help you apply your newfound knowledge. Additionally, every employee will receive extensive training centered around methods for understanding, empathizing with, and listening to people who are in need of your help.

If our culture sounds like something you’d like to be a part of, please take a look at the positions listed below to see if anything sounds like a good fit.

If you feel that you could bring something to the company outside of what we have listed, please reach out and let us know!

Career Opportunities

job description

Contact
Specialist

NOW HIRING

Contact specialists are the first people who interact with individuals who are seeking assistance. As such, their training consists of a combination of federal benefits as well as strategies and methods specifically designed to help them learn to think quickly on their feet to respond to any question thrown their way.

The first several weeks on the job will be on-site training, in which days will consist of approximately four hours of in-person training and two hours of individual review. After training, the work week of a contact specialist will consist of calling potential clients between 20 and 25 hours per week, with regularly scheduled company-wide events and ongoing training/review that also take place throughout the week.

Requirements:

  • Commitment to company cause and core values
  • Cheerful disposition for daily interaction with individuals approaching retirement age
  • Ability to make calls during weekday early evenings and Sunday afternoons
  • Willingness to write notes about brief conversations with potential clients
  • Patience when interacting with challenging individuals
  • Eagerness to become better at navigating difficult conversations

Desired skills & qualities:

  • Growth-mindset
  • Active listening
  • Verbal communication
  • Time management
  • Organization & flexibility
  • Open-mindedness
  • Emotional Intelligence

Submit Your Resume



    Growth Opportunities

    The opportunities for growth in this position depend on a combination of the types of successes that each individual finds as well as the desired direction they would like to move toward. They may choose to work toward becoming a retirement consultant or turn their position into one that becomes more of a full-time position and has more responsibilities that may include: traveling to help navigate client relationships at seminars, visiting places of employment to contact federal employees, or mentoring other contacts specialists.

    job description

    Contact
    Specialist

    NOW HIRING

    Contact specialists are the first people who interact with individuals who are seeking assistance. As such, their training consists of a combination of federal benefits as well as strategies and methods specifically designed to help them learn to think quickly on their feet to respond to any question thrown their way.

    The first several weeks on the job will be on-site training, in which days will consist of approximately four hours of in-person training and two hours of individual review. After training, the work week of a contact specialist will consist of calling potential clients between 15 and 20 hours per week, with regularly scheduled company-wide events and ongoing training/review that also take place throughout the week.

    Requirements:

    • Commitment to company cause and core values
    • Cheerful disposition for daily interaction with individuals approaching retirement age
    • Ability to make calls during weekday early evenings and Sunday afternoons
    • Willingness to write notes about brief conversations with potential clients
    • Patience when interacting with challenging individuals
    • Eagerness to become better at navigating difficult conversations

    Desired skills & qualities:

    • Growth-mindset
    • Active listening
    • Verbal communication
    • Time management
    • Organization & flexibility
    • Open-mindedness
    • Emotional Intelligence

    Submit Your Resume



      Growth Opportunities

      The opportunities for growth in this position depend on a combination of the types of successes that each individual finds as well as the desired direction they would like to move toward. They may choose to work toward becoming a retirement consultant or turn their position into one that becomes more of a full-time position and has more responsibilities that may include: traveling to help navigate client relationships at seminars, visiting places of employment to contact federal employees, or mentoring other contacts specialists.

      job description

      Retirement
      Consultant

      As a retirement consultant, you will be exceptionally well-trained in federal benefits. You will be running consultations and answering questions that federal employees have about their own retirement system and how they can best maximize their benefits.

      The first several weeks on the job will consist of five-day work weeks in which the days consist of approximately six hours of in-person training and two hours of individual review. An average day as a retirement consultant after training would consist of both pre-call and post-call reviews with colleagues as well as appointments with federal employees. Regularly scheduled company-wide events will also take place throughout the week.

      Requirements:

      • Commitment to company cause and core values
      • Cheerful disposition for daily interaction with individuals approaching retirement age
      • Ability to take appointments by phone and/or through video conferencing
      • Ability to occasionally take evening appointments
      • Mathematical and written grammatical proficiencies
      • Willingness to occasionally travel both in and out of state
      • Insurance licensing
      • High level of emotional intelligence

      Desired skills & qualities:

      • Growth-mindset
      • Active listening
      • Verbal communication
      • Time management
      • Organization & flexibility
      • Open-mindedness

      Submit Your Resume



        Growth Opportunities

        There are multiple opportunities for growth as well. Depending on the types of successes that each individual finds, they may find they are well-suited to move down a career path involving financial advisory or, if they prefer the educational aspect of the job, they may prefer to move down a career path as a senior retirement consultant who specializes in educating both clients and individuals inside the company.

        job description

        Office
        Manager

        The role of our office manager is designed to help improve every level of the organization, providing assistance to both clients and colleagues. As such, you will be trained on basic federal benefits and be able to properly field questions by phone. Additionally, you will need to maintain office supplies, send and receive physical mail, and assist members of the team with their day-to-day duties.

        The first couple of weeks on the job will consist of five-day work weeks of approximately six hours of in-person training and two hours of individual review. An average day as office manager will involve printing and collating documents, entering data into our CRM, answering phone calls, taking minutes during team meetings, and running errands (post office, bank, etc).

        Requirements:

        • Commitment to company cause and core values
        • Cheerful disposition for daily interaction with colleagues and clients
        • Moderate to high level of typing proficiency
        • Ability to multitask efficiently
        • Regularly commute to our office in Dublin, OH

        Desired skills & qualities:

        • Growth-mindset
        • Active listening
        • Verbal communication
        • Time management
        • Organization & flexibility
        • Open-mindedness

        Submit Your Resume



          Growth Opportunities

          Because our company is still young, it presents unique and exciting opportunities for growth. Given the connection this position holds with both clients and colleagues, the skills and desires you bring to the table will influence and shape this role as the company continues to grow. Depending on your personal interests and career goals, this role could grow into one that assists in a multitude of areas relating to project management and new business development.

          job description

          Financial
          Advisor

          Our financial advisors combine their training and expertise on the federal retirement system with a deep understanding of the market economy, insurance, and securities investments. With this unique skill set, our advisors are able to build detailed financial plans for our clients and provide investment recommendations in order to help them reach their retirement goals.

          Day-to-day activities will consist of a lot of one-on-one client interaction, constructing financial plans, and ongoing advisory of any assets under management. Each financial advisor is also expected to work closely with our retirement consultants, providing supervision and direction on their client interaction and benefits knowledge. Additionally, regularly scheduled company-wide events will take place throughout the week. Given our client base and the leadership components of this role within the company, extensive knowledge of the federal retirement system is required of all of our advisors.

          Requirements:

          • Commitment to company cause and core values
          • Cheerful disposition for daily interaction with individuals approaching retirement age
          • Ability to take appointments by phone and/or through video conferencing
          • Ability to occasionally take evening appointments
          • Willingness to occasionally travel both in and out of state
          • Mathematical and written grammatical proficiencies
          • Licensing within the securities industry (Series 6 or better)
          • Deep understanding of the federal retirement system

          Desired skills & qualities:

          • Growth-mindset
          • Active listening
          • Verbal communication
          • Time management
          • Organization & flexibility
          • Open-mindedness
          • Ability to lead a team
          • Financial literacy

          Submit Your Resume



            Growth Opportunities

            There are accelerated paths available for those who lack experience with the federal system but still find that this position interests them. Furthermore, since our company is so young, it presents unique opportunities for growth. Because of our size, the talents that you bring to the table can influence us and help shape your own career path in unique ways. Success in this position could mean a number of things, including running and presenting seminars, managing your own team of financial advisors, or working toward becoming a partner.