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Careers

why work for

Dugan Brown

Being part of the Dugan Brown team means joining a community that prioritizes mutual support, teamwork, collaboration, camaraderie, and honesty. We’re committed to helping you become your best self, with every role structured around our cause and core values, guiding each position uniquely and cohesively.

Aligning internal incentives with our cause and core values directs the interactions of our team in two distinct ways.

First, it helps cultivate a positive work environment, emphasizing a culture dedicated to individual success. Furthermore, rather than imposing, we aim to inspire individuals to willingly assist others ensuring that each person benefits from helping their peers, fostering collective success.

Additionally, irrespective of your role as a member of our team, you will undergo thorough training tailored to your specific position. This includes training aimed at applying your acquired knowledge effectively. Additionally, all employees will receive comprehensive training focused on understanding, empathizing with, and actively listening to individuals in need of assistance.

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

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 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’ll undergo thorough training in federal benefits. Your responsibilities will include conducting consultations and addressing inquiries from federal employees regarding their retirement system, guiding them on maximizing their benefits.

    During the initial weeks on the job, you’ll work five-day weeks with around four-to-six hours of in-person training and two-to-four hours of collaborative and individual review each day. As a retirement consultant post-training, your typical day will involve pre-call and post-call reviews with colleagues, appointments with federal employees, and participation in regularly scheduled company-wide events 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
    • 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

      Individuals who prefer the educational aspect of the job may prefer to move down a career path as a senior retirement consultant who specializes in educating both clients and individuals inside the company. Individuals who enjoy the financial aspects of this position may find they are well-suited to move down a career path involving financial advisory.

      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.

        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.