Insurance / Annuity / Financial Advisor: PreSet Appts 100k to 350k

2 weeks ago


Springfield, United States United Placement Group Full time
Job DescriptionJob DescriptionUnleash Your Potential as a Financial Advisor: Join Our Elite Team

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

***You must have an active Health and Life insurance license*** and be willing to acquire a Series 65 within 60 days to be considered for this position.

Why Us?

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.)

The Opportunity (Must live in the State you are Applying for)
  • As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. Picture stepping into an environment where:
  • Pre-engaged Clients: You'll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding.
  • Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you'll have the potential to earn a strong six-figure income.
  • Unparalleled Support: We're here to set you up for success. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best—being in front of clients.
  • Growth & Impact: Our growth opportunities are unmatched. If you're a proven producer ready to redefine your career in financial planning, we're eager to connect with you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures.

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

To be considered for this exciting opportunity, you must:

  1. Hold an active Health and Life insurance license.
  2. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
  3. Clean U4 record (if currently registered).
  4. Must live in the State you are applying for
  5. Enjoy Face to Face meeting with the Clients in their home.
  6. Proven sales ability with a track record of successful sales using a needs-based approach.
  7. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  8. Travel (within your home state) and willingness to meet with qualified clients.

  • Financial Advisor

    1 month ago


    Springfield, United States Grenier Financial Services Full time

    Job DescriptionJob DescriptionIf you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who best fills this role will enjoy opportunities to work with...

  • Financial Advisor

    1 month ago


    Springfield, United States Grenier Financial Services Full time

    Job DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceCompetitive salaryIf you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who...

  • Financial Advisor

    2 weeks ago


    Springfield, Illinois, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Security Bank in Springfield, IL would allow you to join the Investment Program at Security Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    2 weeks ago


    Springfield, Illinois, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Cadence Bank in Springfield, MO would allow you to join the Investment Program at Cadence Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    4 weeks ago


    Springfield, United States CoxHealth Full time

    The Financial Advisor is responsible for answering questions about billing information and establishing estimates for patients who have a scheduled medical service or procedure. The Financial Advisor works with the patient to establish payment schedu Financial Advisor, Financial, Advisor, Banking, Healthcare

  • Financial Advisor

    7 days ago


    Springfield, United States CoxHealth Full time

    Summary Best in Class Work Environment  5x Modern Healthcare Best Places to work  America’s Greatest Workplaces 2023 – Newsweek  Best Employers for New Grads 2023- Forbes  Greatest Workplace for Women 2023 - Newsweek  Benefits Robust, fully customizable benefits package including Medical/Vision/Dental and more!  No cost eCare visits ...

  • Insurance Agent

    1 month ago


    Springfield, United States FINANCIAL RESOURCES OF CONNECTICUT Full time

    Job DescriptionJob Description**Join Our Team as a Property and Casualty Agent!** Are you a dynamic, motivated individual with a passion for helping others and a knackfor navigating the world of insurance? Were seeking a dedicated Property and CasualtyAgent to join our growing team!**Position:** Property and Casualty Agent and Life and Health Insurance...

  • Financial Advisor

    3 days ago


    Springfield, United States CoxHealth Full time

    The Financial Advisor primarily works with patients to establish payment schedules for medical services and procedures performed by SNSI physicians. They provide patients with payment estimates and collect surgery deposits prior to surgery. The Finan Financial Advisor, Neuro, Clinic, Advisor, Financial, Banking, Healthcare


  • Springfield, United States Grenier Financial Services Full time

    Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Paid time off Hello, I am searching for a key team member for a successful Financial Advisory firm. If you have the experience and character to succeed as a Wealth Management Associate, please apply. We have worked hard to create a culture of collaboration and camaraderie, which...

  • Financial Advisor

    7 days ago


    Springfield, United States CoxHealth Full time

    Summary Best in Class Work Environment 5x Modern Healthcare Best Places to work America’s Greatest Workplaces 2023 – Newsweek Best Employers for New Grads 2023- Forbes Greatest Workplace for Women 2023 - Newsweek Benefits Robust, fully customizable benefits package including Medical/Vision/Dental and more! No cost eCare visits Employer-provided mental...

  • Financial Advisor

    2 days ago


    Springfield, United States Edward Jones Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...


  • Springfield, United States Griffin Agency Full time

    Job DescriptionJob DescriptionWho We Are:We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the world. We have an in-house...


  • Springfield, United States Mutual of Omaha Full time

    Financial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Advisor

    4 days ago


    Springfield, United States CoxHealth Full time

    Summary Best in Class Work Environment 5x Modern Healthcare Best Places to workAmerica’s Greatest Workplaces 2023 – NewsweekBest Employers for New Grads 2023- ForbesGreatest Workplace for Women 2023 - NewsweekBenefits Robust, fully customizable benefits package including Medical/Vision/Dental and more!No cost eCare visitsEmployer-provided mental health...


  • Springfield, United States Missouri Insurance Advisors Full time

    Health and Life Insurance AdvisorStart Date: 05/20/2024Location: Springfield, MOCompensation:$52,000 base salary plus commission!On Target Earnings:Year 1: $70,000Year 2: $84,000Year 3: $98,000100% Paid for Health Insurance after 90 days with the company!Our innovative and growing company is on the hunt for sales oriented candidates that are interested in...


  • Springfield, United States Missouri Insurance Advisors Full time

    Health and Life Insurance AdvisorStart Date: 05/20/2024Location: Springfield, MOCompensation:$52,000 base salary plus commission!On Target Earnings:Year 1: $70,000Year 2: $84,000Year 3: $98,000100% Paid for Health Insurance after 90 days with the company!Our innovative and growing company is on the hunt for sales oriented candidates that are interested in...


  • Springfield, United States Mutual of Omaha Full time

    Financial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Springfield, United States Lincoln Land Community College Full time

    Job Description Summary Join LLCC’s Financial Aid team and enjoy Fridays off during the summer! We are searching for a Financial Aid Advisor, who will work directly with prospective and current students by advising them on basic student financial aid. Outreach work will be completed through creation, production and coordination of financial aid...


  • Springfield, United States Effingham Hospital Inc. Full time

    Job DescriptionJob DescriptionDescription:Are you interested in building a career with other TOP PERFORMERS?Effingham Health System is committed to providing exceptional care and services in an environment that supports professional growth, diversity, and inclusion. Every team member's experience and work-life balance are a priority in our...


  • Springfield, United States Ryan Kelly Farmers Insurance Full time

    Job DescriptionJob DescriptionAs a Farmers Insurance Agent, you will play a pivotal role in helping individuals, families, and businesses protect their assets and mitigate risks through comprehensive insurance solutions. You will serve as a trusted advisor to clients, offering personalized guidance and expert recommendations to meet their insurance needs....