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

2 weeks ago

Atlanta, United States United Placement Group Full time
Unleash 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 Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management.

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

    6 days ago

    Atlanta, United States Corebridge Financial, Inc. Full time

    Financial Advisor - Atlanta, GA page is loaded Financial Advisor - Atlanta, GA Apply locations GA-Atlanta time type Full time posted on Posted 2 Days Ago job requisition id JR2400680 We’re passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an...

  • Financial Advisor

    2 weeks ago

    Atlanta, Georgia, United States LPL Financial Full time

    Financial Advisor – Delta Community Credit UnionYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Community Credit Union in Atlanta, GA would allow you to join the Investment Program at Delta Community Credit...

  • Life Insurance

    7 days ago

    Atlanta, United States Stellar Consulting Solutions, LLC Full time

    Title: Life Insurance & Annuity Managing Consultant Location: Remote Duration: contract to hire BASIC QUALIFICATIONS 10 years of experience in an Operational role at a Carrier or Distributor, or as a Sr. Consultant at a consulting firm; Solid experience in Wealth Management, Life Insurance and Annuities; The ability to assess a situation and...

  • Life Insurance

    2 days ago

    Atlanta, United States Stellar Consulting Solutions, LLC Full time

    Title: Life Insurance & Annuity Managing Consultant Location: RemoteDuration: contract to hireBASIC QUALIFICATIONS· 10 years of experience in an Operational role at a Carrier or Distributor, or as a Sr. Consultant at a consulting firm;· Solid experience in Wealth Management, Life Insurance and Annuities;· The ability to assess a situation and...

  • Life Insurance

    6 days ago

    Atlanta, United States Stellar Consulting Solutions, LLC Full time

    Title: Life Insurance & Annuity Managing Consultant Location: RemoteDuration: contract to hireBASIC QUALIFICATIONS· 10 years of experience in an Operational role at a Carrier or Distributor, or as a Sr. Consultant at a consulting firm;· Solid experience in Wealth Management, Life Insurance and Annuities;· The ability to assess a situation and...

  • Financial Advisor/ Insurance Professional

    2 weeks ago

    Atlanta, United States New York Life Full time

    New York Life - Silicon Valley - We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re...

  • Insurance Sales

    7 days ago

    Atlanta, United States Resonate Insurance Group Full time

    Job DescriptionJob DescriptionDo you have the drive, ambition, and tenacity to make $100k-$500k/year but lack the right opportunity? Are you accountable, coachable, and possess a positive mental attitude? If you are that person then we are looking for you!Encouraged To APPLY! Single ParentsCollege Students & Recent GraduatesYoung ProfessionalsTransitioning...

  • Financial Advisor

    2 weeks ago

    Atlanta, United States The Piedmont Group Full time

    Our firm is driven by results. The average experienced Financial Advisor's practice grows 4x at The Piedmont Group & our firm ranks #6/88 MassMutual firms, in production from 1st yr advisors. Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys. The Piedmont Group is a non-captive...

  • Financial Advisor

    4 weeks ago

    Atlanta, United States The Piedmont Group Full time

    Description Our firm is driven by results. The average experienced Financial Advisor's practice grows 4x at The Piedmont Group & our firm ranks #6/88 MassMutual firms, in production from 1st yr advisors. Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys. The Piedmont Group is a...

  • Advisor Development Consultant

    7 days ago

    Atlanta, United States Simplicity Group Holdings Full time

    Job DescriptionJob DescriptionPosition Title: Advisor Development ConsultantReports to: PartnerDepartment: Annuity SalesLocation:  Fully remote positionClassification: Full-timeSummary / Job Objective: The Advisor Development Consultant (ADC) is a remote position responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and...

  • Lead Financial Reporting Analyst

    7 days ago

    Atlanta, United States Staff Financial Group Full time

    The Lead Financial Analyst, Investment Accounting and Reporting is responsible for performing proper accounting and reporting for assigned US-based insurers. Will be required to perform investment accounting for a portfolio of investments, including detailed analysis of transactional information. The Senior Analyst is a critical partner with the TPAs and...

  • Financial Advisor

    2 days ago

    Atlanta, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon...

  • Financial Advisor

    18 hours ago

    Atlanta, United States First Horizon Advisors, Inc. Full time

    Job DescriptionLocation: On site at location listed in job posting.SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First...

  • Life Insurance Agent

    5 days ago

    Atlanta, United States Lumina Financial Solutions Full time

    Job DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...

  • Life Insurance Agent

    8 hours ago

    Atlanta, United States Lumina Financial Solutions Full time

    Job DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...

  • Bilingual Financial Professional

    2 weeks ago

    Atlanta, United States New York Life Greater Atlanta Full time

    TheFinancial Professionalposition is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.You'll help...

  • Life Insurance Case Designer

    3 weeks ago

    Atlanta, United States Winged Keel Group Full time

    Firm Summary:Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in the...

  • Medical Wealth Advisor I

    3 days ago

    Atlanta, United States Truist Financial Corporation Full time

    The Medical Wealth Advisor I manages a portfolio of physicians in the Medical Specialty Group while developing and deepening relationships through proactive financial consulting for all clients. Typically manages a portfolio of 300-500 Medical physic Wealth Advisor, Medical, Wealth, Financial Planning, Client Advisor, Advisor

  • Wealth Advisor III

    2 weeks ago

    Atlanta, United States Truist Financial Corporation Full time

    Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of T Wealth Advisor, Advisor, Wealth, Financial Planning, Business Development, Management

  • Merrill Financial Solutions Advisor

    11 hours ago

    Atlanta, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...