Lead Generation Coordinator for funeral home partners, coordinating direct mail programs and operational support. Overseeing lead generation initiatives and vendor management to ensure partner satisfaction.
About the role
- Financial Advisor role where you engage with qualified clients instead of prospecting. Work with a dedicated support team to maximize income through set appointments and client meetings.
Responsibilities
- Unleash Your Potential as a Financial Advisor
- Spend time with qualified clients instead of prospecting
- Set appointments and focus on closing deals
- Work with members eager to discuss retirement and legacy planning
- Enjoy uncapped territory and comprehensive support
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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