Lead Generation & Marketing Automation Manager driving member growth and retention through CRM management. Collaborating data - driven engagement strategies for insurance and financial services solutions.
About the role
- Financial Advisors focusing on client engagements and qualified appointments without prospecting. Joining a dedicated support team for financial expertise and exceptional income opportunities.
Responsibilities
- Unleash Your Potential as a Financial Advisor
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Focus on sharing your expertise, closing deals, and earning exceptional income
- Set appointments to discuss retirement and legacy planning
- Collaborate with a dedicated appointment setter and case manager
- Participate in professional development through alignment with an estate and retirement planning organization
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
Benefits
- unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
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