Quality Control Specialist at Peak Retirement Planning, Inc.

Position Quality Control Specialist
Posted 22 Jul 2026
Expired 21 Aug 2026
Company Peak Retirement Planning, Inc.
Location Columbus | US
Job Type Full Time

Job Description:

Latest job information from Peak Retirement Planning, Inc. for the position of Quality Control Specialist. If the Quality Control Specialist vacancy in Columbus matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Peak Retirement Planning, Inc. for the position of Quality Control Specialist below matches your qualifications.

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. 

  

What We Look For  

  • A+ Player

    • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. 
    • Dislikes working with B and C players. 
    • Does not need to be told twice what to do. 
  • Foxhole Team Member 

    • Has a servant's heart and a purpose bigger than themselves. 
    • Will help a team member fix a flat on the side of the road at 6am. 
    • Goes above and beyond to provide a "White Glove Service" to our clients. 
  • Rocketship Mentality 

    • Excited to join a fast-growing startup with extreme upside. 
    • Growth Mindset in all areas of life -  professionally, personally, physically, and spiritually. 
    • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job). 

Main Requirements:

  • Ensure every client interaction is warm, welcoming, and exceeds expectations 
  • Conduct quality checks on every client meeting, call, and experience with our team 
  • Grow lasting, personal relationships with all clients 
  • Greet clients and ensure they feel appreciated and valued during every visit 
  • Prepare and deliver quality reports to the CEO and team with actionable steps for improvement 
  • Maintain a polished, professional, and organized office environment 
  • Manage CRM and update client profiles 
  • Continuously evaluate and improve internal processes that impact the client journey 

Job Info:

  • Company: Peak Retirement Planning, Inc.
  • Position: Quality Control Specialist
  • Work Location: Columbus
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Quality Control Specialist at the office Columbus above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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