Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
About the role
- Join as a Financial Advisor focusing on annuity sales. Benefit from pre-set appointments and top-tier support in a dedicated territory.
Responsibilities
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
- Enjoy Pre-Set, Qualified Appointments – 10–12 per week booked for you
- Benefit from Exclusive Territory – You must live in the state you represent
- Utilize Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork
- Achieve Strong Six-Figure Income Potential – A lucrative commission model that rewards results
- Enjoy Product Freedom – Access to a wide range of high-quality providers for tailored retirement solutions
- Manage your own schedule for work/life balance
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
Degree requirement
Location requirements
Financial Services Administrator handling pension transfers and customer queries at interactive investor, a leading investment platform in the UK.
Senior Financial Accountant at KIKO Milano responsible for accounting processes and team management in a dynamic retail environment. Join an innovative cosmetics brand during its expansion phase.
Director of Specialist Sales for the Test & Learn platform in financial institutions at Mastercard. Collaborate with clients to enhance sales through actionable insights from predictive analytics.
Sales leader specializing in closing client opportunities for Mastercard's Test & Learn platform. Involves developing strategies, securing deals, and collaborating with teams.
Director in financial services consulting delivering engagements and building high - performing teams. Leverage experience in financial services to solve client problems at the intersection of commercial and public sectors.
Financial Analyst providing insights, budgeting, and forecasting in a nonprofit healthcare setting. Collaborating with leaders to support financial decision - making and organizational goals.
Senior Analyst coordinating risk management programs at State Street Investment Management. Overseeing compliance, frameworks, and collaboration for effective risk governance.
Financial Analyst supporting FOX Television Stations in the central region. Responsible for financial reporting, analysis, budgeting, and collaboration with various departments.
Finance Internship at Zurich's North American Headquarters in Schaumburg, IL for Summer 2026. Support various teams within the Finance organization and gain hands - on experience.