Senior Market Financial Advisor - Remote

Overview

Join our team as a Senior Market Financial Advisor and make a significant difference in the financial well-being of your clients. We are looking for self-motivated and experienced professionals in Insurance, Annuity, and Financial Planning.

In Short

• Work with pre-qualified clients ready to make informed financial decisions.
• Collaborate with case managers to deliver personalized financial plans.
• Leverage collaboration for exceeding client expectations.
• Active Life Insurance License required.
• Minimum 2 years of experience with fixed annuities required.
• Advanced communication, sales, and interpersonal skills needed.
• Proficiency in Microsoft Office is essential.
• Willingness to travel occasionally for client meetings.
• Enjoy a six-figure earning potential with a generous commission structure.
• Flexibility to manage your own schedule while providing exceptional service.

Requirements

• 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.
• Ethical judgment prioritizing client interests.

Benefits

• Generous commission structure and a steady stream of qualified clients.
• Dedicated appointment setters schedule 10-12 weekly client meetings.
• Dedicated Case Manager to assist with paperwork and plan design.
• Flexibility and work-life balance.
• Diverse product offerings tailored to clients' retirement needs.