Finance Intern supporting daily and monthly account reconciliations and month - end close processes at Credit Union. Collaborating with supervisor on various departmental tasks and contributing to workflow efficiency.
About the role
- Join our elite team as a Financial Advisor specializing in annuity sales with pre-set client appointments. Enjoy a strong income potential and dedicated support to focus on serving clients.
Responsibilities
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team
- We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
- You’ll meet with clients already thinking about their financial future
- 10–12 Pre-Set, Qualified Appointments per week booked for you
- You must live in the state you represent
- Strong Six-Figure Income Potential through a lucrative commission model that rewards results
- You’ll have access to a wide range of high-quality providers to craft 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
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