Financial Advisor Annuity Sales

6 days ago


Hartford, United States United Placement Group Full time

We are seeking a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.

Must Have Active Life and Health with at Least 2 years of Fixed Annuities experience to be considered.

See below for more Minimum Requirements as we are looking for just one or two Advisors per state, so the Requirements are a must to be considered.

Requirements:

  • Active Series 7 & 66 or Series 65 or ChFC Equivalent (preferred)
    • Willing to obtain a Series 65 or ChFC (highly recommended)
  • Clean U4 (if currently registered)
  • Active Life Insurance license (required)
  • Proven Sales Ability
  • Proficiency in Microsoft Office
  • Ethical Judgment ensuring the best interests of the clients are always prioritized.
  • Advanced Communication Skills and strong persuasive and interpersonal abilities.
  • Retirement Income Certified Professional (RICP) Designation (preferred)
  • Willingness to travel to meet with qualified clients, with occasional overnight stays as needed.

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

  • 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
  • Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
  • Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
  • Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
  • Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.
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