Financial Advisor role focused on engaging with qualified clients in Hartford, Connecticut. No prospecting; appointments are pre-set for you by the company.
Responsibilities
Spend every working hour in front of qualified clients instead of behind a phone or CRM
Share your expertise and close deals to earn exceptional income
Work with fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning
Travel within your state for client meetings
Requirements
Active Health & Life insurance license
Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
Clean U4 record (if applicable)
Strong track record of in-person, sales success
Ability to travel for client meetings
Commitment to helping retirees build secure, confident financial futures
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