High-Performing Financial Advisors joining an elite team without prospecting. Focus on client meetings and collaboration on financial planning, working with pre-set appointments.
Responsibilities
Unleash your potential as a Financial Advisor
Focus on sharing expertise and closing deals
Handle high-performing financial advisory tasks without prospecting
Work with fully qualified, pre-set appointments
Deliver annuity and retirement focus sales training
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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