Financial Advisor focusing on client engagements and closing deals without traditional prospecting. Leveraging a dedicated support team for meetings with qualified clients.
Responsibilities
Unleash your potential as a Financial Advisor
Work with a dedicated appointment setter and case manager
Focus on sharing expertise and closing deals instead of prospecting
Meet with qualified clients for retirement and legacy planning
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
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