Assistente de Prospecção para apoiar a identificação e acompanhamento de leads no setor comercial. Responsável por contatos ativos e atualização de informações nos sistemas internos.
About the role
- High-performing financial advisors working with qualified clients set for you every week. No prospecting involved, just real client engagements and exceptional income.
Responsibilities
- Unleash your potential as a financial advisor
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Set appointments and focus on sharing your expertise, closing deals, and earning exceptional income
- Provide fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning
- Enjoy unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing 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
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Responsable du Pôle prospection Projets Photovoltaïques au sol chez Technique Solaire. Piloter l'identification et la sécurisation de projets photovoltaïques en France.
Assistant Chargé(e) de Prospection foncière in the renewable energy sector, supporting the development of wind energy projects and engaging with landowners in France.
B2B Outbound Lead Generator making sales calls to UK businesses for a trusted comparison service. Building rapport and transferring engaged customers to Sales Consultants while delivering great customer service.
Chargé.e de prospection et Appels d’Offres chez Technique Solaire à Paris. Identifier et coordonner des réponses aux Appels d’Offres en énergies renouvelables.
Overseeing solar project prospecting across various regions in Northern France for a renewable energy company. Leading a team and focusing on securing new photovoltaic projects.
SD
Manager for Digital Acquisition & Performance Marketing at Save the Children, developing lead generation strategies and collaborating globally on digital campaigns.
Intern in land sourcing for a renewable energy company, actively participating in biogas project developments. Engaging with landowners and contributing to securing land for energy projects.
Managing photovoltaic project development in Northern France with team leadership. Collaborating closely on new project identification and securing processes in the energy sector.
Investment Expert Lead Generation role focused on supporting affluent clients in Belgium. Involves client appointments, administrative tasks, and improving customer satisfaction.