About the role

  • Meet with clients already thinking about their financial future
  • Handle appointment scheduling and planning with case manager support
  • Focus on crafting tailored retirement solutions for clients
  • Leverage relationships to maintain a lucrative commission model

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

Annuity Sales, Financial Advisor

Job type

Experience level

Mid levelSenior

Salary

$100,000 - $350,000 per year

Degree requirement

No Education Requirement

Location requirements

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