Lead Generation Coordinator for funeral home partners, coordinating direct mail programs and operational support. Overseeing lead generation initiatives and vendor management to ensure partner satisfaction.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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