VP of Finance/Head of FP&A building financial function at health value - based care startup. Leading strategic finance, FP&A, and operational finance execution.
About the role
- Financial Advisor focusing on annuities with pre-set appointments and a high earning potential without grinding for leads. Ideal for those licensed in Pennsylvania or New Jersey.
Responsibilities
- 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!
- Strong Six-Figure Income Potential – A lucrative commission model that rewards results
- 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
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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