Marketing, Data & Lead Generation Specialist expanding market intelligence for IJGlobal. Focused on data research, lead generation, and digital marketing execution.
About the role
- Financial Advisor role focused on working with qualified clients, closing deals without prospecting. Collaborating with case management and gaining access to industry-leading carriers.
Responsibilities
- 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
- Attend 8–10 qualified appointments weekly — pre-scheduled and ready to meet
- Collaborate with a dedicated appointment setter and case manager
- Gain access to industry-leading carriers and customizable product strategies
- Develop a thriving referral pipeline from estate planning partners
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
PC
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