Senior Finance Manager providing strategic financial insights for PDS LATAM business. Leading financial planning and analysis while driving revenue growth and margin expansion.
About the role
- Financial Advisor role focusing on annuities in Buckhead, Georgia. Enjoy pre-set appointments and top-tier support with high earning potential.
Responsibilities
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
- Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning?
- Do you hold an active Health & Life license and the ambition to reach six-figure income levels—without grinding for leads?
- If so, this is the game-changing opportunity you’ve been waiting for.
- Pre-set Qualified Appointments are Waiting for you!
- Note Must be Licensed in the State you are Applying for to be considered. (Georgia)
- Why This Is Different — And Better: We’re not just offering you a job. We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients.
- Through our strategic partnership with our estate planning sister organization, you’ll meet with clients already thinking about their financial future... clients who want to hear from you and ready to meet.
- The Opportunity: As a Senior Market Financial Planner focusing on annuities, you’ll enjoy Pre-Set, Qualified Appointments – 10–12 per week booked for you, Exclusive Territory – You must live in the state you represent, Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients and Selling!
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7/66 Combo, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Willing to travel within your state to meet qualified clients
- Passion for serving retirees & helping them secure peace of mind
Benefits
- 6-Figure Earning Potential without exhausting prospecting
- Exclusive appointments—no competing with other reps in your area
- Dedicated back-office team to streamline your workflow
- Access to premier products from top providers
- Control over your schedule but with a consistent flow of business
- The chance to make a real difference in clients’ retirement security
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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