Senior Market Financial Advisor - Remote

Overview

As a Senior Market Financial Advisor, you will elevate your career and make a significant difference in the financial well-being of your clients.

In Short

• Work with pre-qualified clients ready to make informed financial decisions.
• Collaborate with case managers to deliver personalized financial plans.
• Leverage collaboration to exceed client expectations and drive success.
• Active Life Insurance License required.
• At least 2 years of experience with fixed annuities required.
• Active Series 65, or Series 7 & 66, or equivalent credentials required.
• Advanced communication, sales, and interpersonal skills needed.
• Proficiency in Microsoft Office is necessary.
• Willingness to travel to meet clients occasionally.
• Enjoy a six-figure earning potential with a generous commission structure.

Requirements

• Active Life Insurance License (required).
• At least 2 years of experience with fixed annuities (required).
• Active Series 65, or Series 7 & 66, or equivalent credentials (e.g., ChFC, CFP).
• 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).

Benefits

• 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.