Offer summary

Qualifications:

Active Life Insurance License is required., Minimum of 2 years of experience with fixed annuities is required., Active Series 65, or Series 7 & 66, or ChFC is necessary., Strong communication, sales, and interpersonal skills are essential..

Key responsabilities:

Engage with pre-qualified clients to assist them in making informed financial decisions.

Collaborate with case managers to create personalized financial plans for clients.

Leverage the partnership with an estate planning organization to enhance client interactions.

Manage client meetings and provide expert financial advice while handling paperwork and plan design.

Job description

Senior Market Financial Advisor – Make a Lasting Impact on Clients' Futures

Are you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We’re seeking skilled advisors with a proactive mindset and a commitment to excellence.

Why Join Us?

We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset, enabling efficient, impactful interactions and exceptional outcomes.

Streamlined Client Engagement: Work with pre-qualified clients who are ready to make informed financial decisions.
Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans.
Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success.

What We’re Looking For

To ensure we’re building a team of top-tier professionals, we’re seeking candidates with the following qualifications:

Active Life Insurance License (required).
At least 2 years of experience with fixed annuities (required).
Active Series 65, or Series 7 & 66, or ChFC
Clean U4 if currently registered.
Advanced communication, sales, and interpersonal skills.
Proficiency in Microsoft Office.
Ethical judgment, prioritizing client interests at all times.
Willingness to travel to meet with clients (occasional overnight stays).

What We Offer

As a Senior Market Financial Planner, you’ll enjoy unparalleled support and benefits, including:

Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients.
Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings.
Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design.
Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service.
Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years.

Take the Next Step

If you’re ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we’ll redefine client success and secure their financial futures.

Requirements

(Must Live and be licensed in the State Your applying for)

Required profile