Senior Market Financial Advisor - Remote

Overview

As a Senior Market Financial Advisor, you will make a significant difference in the financial well-being of your clients by providing tailored financial solutions and leveraging a strong partnership with an estate planning organization.

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 guaranteed success in exceeding client expectations.
• Active Life Insurance License is required.
• At least 2 years of experience with fixed annuities is required.
• Active Series 65, or Series 7 & 66, or equivalent credentials are necessary.
• Advanced communication, sales, and interpersonal skills are essential.
• Proficiency in Microsoft Office is required.
• Willingness to travel occasionally to meet clients.
• 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 with a generous commission structure.
• Pre-Set Appointments with dedicated appointment setters.
• Dedicated Case Manager to handle paperwork and plan design.
• Flexibility and Work-Life Balance in managing your own schedule.
• Diverse Product Offerings tailored to clients' retirement needs.