Finance Operations Assistant supporting the Credit & Collections team at DWF. Involves training in a collaborative environment with responsibility for collections and cashiering functions.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Director role in Accounting and Finance Consulting practice. Overseeing financial planning, analysis, and client relationship management in a fast - paced setting.
Senior Associate performing financial due diligence for clients acquiring and divesting businesses. Interacting with management and preparing detailed financial analyses in a consulting environment.
Analyst pricing NPL portfolios at EOS Group. Collaborating on analytical forecasts and projects across various countries with a motivated and international team.
Finance and Risk Analyst working in a leading Virtual Power Plant in Europe. Analyzing market risks and supporting product profitability within the energy industry.
Assistenz der Geschäftsführung in einem Drogentherapie - Zentrum in Berlin. Organisieren des Empfangs und Unterstützung der Geschäftsführung in verschiedenen Aufgabenbereichen.
Financial Operations Specialist supporting finance processes and operations projects at HUB International. Ensuring compliance and accuracy in financial operations with collaboration across teams.
Senior Investment Associate managing a $4B book of business with HUB International. Supporting client advisory, investment research, and operational workflows in a collaborative environment.
Teamleiter Kalkulation & Investition verantwortlich für das Investitionsportfolio der GAG in Köln. Optimierung der Modelle und Prozesse für fundierte Investitionsentscheidungen.
Financial Services Consultant providing exceptional member service while building long - term financial relationships. Engage in consultative conversations and support members with their financial needs.