Senior Market Financial Advisor for Retirement Planning - No Prospecting
Responsibilities:
- Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
- Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
- Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
- Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
- Stay up-to-date with industry trends, regulations, and market developments to ensure you provide the best possible advice to clients.
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
- Minimum of 5 years of experience in financial planning or a related field.
- Active Series 7 & 66 or Series 65 or ChFC Equivalent: You must have one of these licenses or designations, demonstrating your proficiency in financial services.
- Clean U4 (if currently registered): If you are currently registered in the financial industry, a clean U4 record is required.
- Strong background in retirement planning and a proven track record of successfully assisting clients with their retirement needs.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in an understandable manner.
- A client-focused approach and a genuine desire to help retirees achieve their financial goals.
- Ability to work collaboratively within a team environment.
- Travel Flexibility: Be willing to travel to meet with qualified clients, with occasional overnight stays as needed.
As a Senior Market Financial Planner with us, you will enjoy the following benefits:
- Lucrative Earning Potential: You can expect a 6-figure income in your first year, thanks to our generous commission structure and a steady stream of qualified clients.
- Access to a wide range of Senior Market sales opportunities based on your expertise and experience.
- Support from appointment setters who connect you with qualified clients.
- Dedicated case managers to assist in plan creation and paperwork management.
- Ongoing professional development and training to keep you at the forefront of industry trends.
- Opportunity to make a positive impact on the lives of retirees and their families.
- Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years.
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