BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
About the role
- Sell annuities and provide retirement planning as a Senior Market Financial Planner
- Meet with pre-set, qualified appointments (10–12 per week) booked for you
- Work with an appointment setter and a case manager who handle scheduling, planning, and paperwork
- Craft tailored retirement solutions using a wide range of top-tier product providers
- Manage an exclusive state territory and travel within the state to meet clients
- Use a consultative, needs-based sales approach to close business—no cold calling or prospecting
- Control your schedule while maintaining a consistent flow of business
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Must be licensed in the state you are applying for
- 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 and helping secure their retirement
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
- Appointment setter and case manager support for scheduling, planning & paperwork
- Access to premier products from top providers
- Control over your schedule with a consistent flow of business
- Opportunity 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
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