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Annuity and Insurance Sales | Financial Advisor Opportunity
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Job Description
- Req#: 78244D5925
Employer Industry: Financial Services
Why consider this job opportunity:
- Six-figure earning potential with a generous commission structure
- Pre-set appointments with 10-12 weekly client meetings provided by dedicated appointment setters
- Support from a dedicated case manager to handle paperwork and plan design
- Flexibility to manage your own schedule, promoting work-life balance
- Access to diverse product offerings tailored for clients in their retirement years
What to Expect (Job Responsibilities):
- Engage with pre-qualified clients to facilitate informed financial decisions
- Collaborate with case managers to create personalized financial plans
- Utilize strong communication and sales skills to exceed client expectations
- Maintain ethical judgment and prioritize client interests consistently
- Travel occasionally to meet clients, including potential overnight stays
What is Required (Qualifications):
- Active Life Insurance License
- Minimum of 2 years of experience with fixed annuities
- Active Series 65, or Series 7 & 66, or ChFC
- Clean U4 if currently registered
- Proficiency in Microsoft Office
How to Stand Out (Preferred Qualifications):
- Advanced communication, sales, and interpersonal skills
- Strong ethical judgment in prioritizing client interests
#FinancialPlanning #ClientEngagement #CareerOpportunity #FlexibleSchedule #EarningPotential
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