Investment Analyst responsible for quantitative and qualitative analysis of investment opportunities. Collecting, analyzing data for developing investment strategies and improving portfolio performance.
About the role
- Senior Market Financial Planner focusing on annuities and retirement planning with pre-set clients. Offering lucrative income potential and support for high-performing financial advisors.
Responsibilities
- Unleash Your Potential as a Financial Advisor by joining an elite team
- Focus on annuity sales and retirement planning with pre-set clients
- Attend pre-set, qualified appointments—10-12 per week booked for you
- Enjoy the support of an appointment setter and case manager
- Manage your schedule for better work/life balance while achieving strong income potential
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
Not specified
Degree requirement
No Education Requirement
Location requirements
Manage financial, administrative, and organizational aspects as a back office point of reference. Focus on compliance, budgeting, reporting, and governance tasks.
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