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
- Financial Advisor providing expert services to pre-qualified clients without the need for prospecting. Join a high-performance team and work with eager clients on retirement and legacy planning.
Responsibilities
- Unleash your potential as a Financial Advisor
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Set appointments and focus on sharing expertise, closing deals, and earning exceptional income
- Work with fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning
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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