FP&A specialist leading financial planning, collaboration with business leaders and performance monitoring for a client. Driving insights to enhance forecasting and support growth initiatives.
About the role
- Financial Advisor specializing in annuity sales and retirement planning with pre-qualified client appointments. Join a high-performance business model designed for top-tier advisors.
Responsibilities
- 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
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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