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Financial Advisor

2 months ago

Reston, Virginia, United States Clockwork Advisor Full time
Unlock Your Potential as a Financial Advisor

Are you a driven financial professional seeking a new challenge? Clockwork Advisor offers a unique opportunity to focus on advising clients, without the burden of marketing, HR, and technology management. Our innovative approach provides 5-8 pre-set, high-quality appointments per week directly on your business calendar. These are actual appointments, not just leads.

What We Offer:

  • Pre-set Appointments: 5-8 appointments weekly with pre-retirees and retirees aged 59 1/2 to 77.
  • Comprehensive Training: Proven training and a success roadmap that has doubled our advisors' businesses.
  • Supportive Environment: Our tech is built by advisors for advisors, taking the guesswork out of the process.
  • Ongoing Development: Quarterly mastermind workshops focused on increasing sales.
  • High Earnings Potential: Earn $150,000 to $350,000 per year, with top advisors making over $500,000.
  • Independent Role: Focus on advising, without the burden of marketing, HR, and tech duties.
  • Back Office support in Case Design, New Business Support, Marketing, and more.

Responsibilities:

  • Meet with clients in their homes to provide financial advice and retirement planning.
  • Help clients achieve their retirement goals through effective financial strategies.
  • Participate in ongoing training and workshops to enhance sales techniques and product knowledge.
  • Stay committed to a schedule of 5-8 appointments per week.

Qualifications:

  • Active Life and Health Producer License (Required).
  • Series 65 or 66 Securities License (Preferred, but not required).
  • Minimum of 2 years of experience selling annuities.
  • High energy and willingness to travel for in-home appointments.
  • Strong commitment to professional development and coachability.

Benefits:

  • Optional Group Health Insurance
  • Optional Group Dental
  • Optional Group Vision

Workdays:

  • Monday through Friday
  • Saturdays Optional
  • No Sundays

Why Choose Clockwork Advisor?

We empower financial advisors to focus on what they do best: advising clients. Our innovative approach handles the marketing, systems, and processes to ensure you have the tools and support to succeed. Our advisors are not only making significant incomes but are also part of a community dedicated to continuous improvement and client satisfaction.

If you are an independent advisor or looking to become more independent, and you're ready to work hard and make a substantial income, apply today to join our team.

How to Apply:

Submit your resume and cover letter detailing your qualifications and why you are the perfect fit for this role.

Job Types: Full-time, Contract

Pay: $100,000.00 per year

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Referral program
  • Vision insurance

Experience:

  • Annuity: 2 years (Preferred)

License/Certification:

  • Insurance Producer License (Required)

Location:

  • California (Required)
  • Work Location: On the road