Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!
We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.
We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.)
Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning.
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
As a Senior Market Financial Planner with us, you will enjoy the following benefits:
6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.
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As a Financial Advisor at our elite firm, you're stepping into a role that promises personal and financial growth like never before. This is an incredible opportunity for driven Insurance Agents or Financial Advisors who are passionate about annuity sales and hold an active Health and Life insurance license. We’re all about providing a refreshing approach to financial planning—a unique synergy with our estate planning sister organization ensures you’ll always find yourself engaging with clients who are eager and ready to secure their financial futures. Say goodbye to the hassles of prospecting; we offer you a steady stream of pre-set appointments, allowing you to focus on your strengths and enjoy what you do best. With a lucrative commission structure, you can look forward to earning between $100K and $350K, depending on your dedication and skills. Plus, enjoy unparalleled support with access to a dedicated appointment scheduler, a robust product portfolio, and a committed back-office team to alleviate administrative pressure. We’re also dedicated to your professional growth, making this an ideal place for proven producers ready to make an impact. Join us and redefine your career in financial advising, focusing on building meaningful relationships with clients and significantly impacting their financial journeys. Ready to embark on this exciting venture? We can't wait to meet you!
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