Financial Advisor for Alliance America selling annuities. Enjoy pre-set client appointments and a strong commission model.
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? ( Series 65 or Equivalent)
Do you hold an active Health & Life license and the ambition to reach six-figure+ income levels—without grinding for leads?
We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
Pre-Set, Qualified Appointments – 8-10+ per week booked for you and Qualified.
Exclusive Territory – You must be licensed and live in the State you represent
Top-Tier Support – A Dedicated Experienced appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients.
Strong Six-Figure Income Potential – A lucrative commission model that rewards results quickly.
Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
Flexibility – Manage your own schedule for work/life balance - Enjoy Life while working Smarter.
Requirements
Active Health & Life insurance license
Series 65, or Series 7 & 66, 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
Project Intern in Finance Derivatives supporting Cargill's operations in Bangalore. Gaining exposure to global commodity markets and derivatives operations within a dynamic trading environment.
Finance Analyst managing financial closing processes and compliance with regulations. Collaborating with internal audits and ensuring data integrity for financial statements.
Assistant Director managing programs for financial stability and housing access at Granite United Way. Collaborating with community partners to alleviate housing insecurity and promote economic mobility.
Intern supporting First Momentum's investment team in sourcing and leading evaluation of pre - seed startups. Involvement in due diligence, investor relations, and gaining insights into VC processes.
Executive Lead, Finance responsible for overseeing financial operations at Playgroup NSW. Ensuring compliance, risk management, and long - term financial sustainability in a hybrid work environment.
Director of Finance leading the strategic finance capability in a high - growth consumer app company. Reporting directly to the CEO and establishing financial planning frameworks from the ground up.
Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
Senior Manager leading the client accounting function at Ellis Porter, overseeing billing and receivables while enhancing financial performance. Building a high - performing team and collaborating with firm leadership.
Finance Apprentice at John Lewis Partnership training to drive performance and influence financial decisions. Flexible hybrid work between Bracknell and London campuses with professional mentoring.
Operations Financial Analyst providing financial support to operations and finance teams. Involves variance analysis, trend identification, and process improvement for financial reporting.