Financial Advisor Annuity Sales
6 days ago
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.
-
Financial Advisor
4 months ago
Hartford, United States Alera Group Full timeJob Description Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior...
-
Financial Advisor
1 month ago
Hartford, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer...
-
Financial Advisor
4 months ago
Hartford, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer...
-
Associate Financial Advisor
7 days ago
Hartford, United States Kestra Financial Full timePeak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for...
-
Financial Advisor
6 days ago
Hartford, United States LPL Financial Holdings, Inc. Full timeYour 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 Webster Bank in West Hartford, CT would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...
-
Financial Advisor
4 months ago
Hartford, CT, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer...
-
Financial Services Sales Representative
4 days ago
Hartford, United States Lincoln Financial Services Full timeAlternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace. Relocation assistance: is not available for this opportunity. Requisition #: 73936 The Role at a Glance As the Financial Services Wholesaling Representative for...
-
Senior Financial Advisor
7 days ago
West Hartford, United States Baystate Financial Full timeAbout Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in...
-
Financial Services Sales Representative
5 days ago
Hartford, United States Lincoln Financial Services Full timeAlternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace. Relocation assistance: is not available for this opportunity. Requisition #: 73936 The Role at a Glance As the Financial Services Wholesaling Representative for the...
-
Director - Life and Annuities Consulting
2 months ago
Hartford, United States WTW Full timeDescription Our industry-leading life insurance consulting team is seeking a Director to drive account development, identify areas for revenue growth, and lead high-performing client delivery teams. In this role, you will work across a range of engagements including financial modeling, financial reporting, mergers and acquisitions, regulatory issues,...
-
Director - Life and Annuities Consulting
1 month ago
Hartford, United States WTW Full timeWTW Director - Life and Annuities Consulting Hartford, Connecticut Apply NowOur industry-leading life insurance consulting team is seeking a Director to drive account development, identify areas for revenue growth, and lead high-performing client delivery teams. In this role, you will work across a range of engagements including financial modeling, financial...
-
Senior Financial Services Representative
3 weeks ago
Hartford, Connecticut, United States Alera Group Full timeAbout Alera GroupA well-established and growing financial firm, Alera Group is expanding its Connecticut offices and seeking a skilled Financial Advisor to join our team.Job OverviewThis role offers an exciting opportunity for a motivated individual to work closely with clients, develop long-term relationships, and provide exceptional customer...
-
Head of Variable Annuity Pricing
3 months ago
Hartford, CT, United States MassMutual Full timeThe OpportunityAs Head of Variable Annuity Pricing you will play a key role in helping MassMutual responsibly grow our variable annuity business. The annuity organization will rely on you to be a financial steward of the business, ensuring sound pricing decisions are made. As Head of Variable Annuity Pricing, you will lead a team with responsibility for...
-
Financial Services Advisor
2 days ago
Hartford, Connecticut, United States Disability Solutions Full timeOverview:We're seeking a skilled Financial Services Advisor to join our team at Merrill Wealth Management. As a Merrill Financial Solutions Advisor, you will help high-net-worth clients achieve their financial goals by identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals...
-
Entry-Level Financial Advisor
5 days ago
Hartford, United States Baystate Financial Full timeDescription Your Career Path - Why Baystate Financial? Today's complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be...
-
Financial Advisor
3 days ago
Hartford, United States Northwestern Mutual Full timeJoin our growing team at Northwestern Mutual of Hartford. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.Financial Advisors provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of...
-
Entry-Level Financial Advisor
5 days ago
Hartford, United States Baystate Financial Full timeDescription Your Career Path - Why Baystate Financial? Today's complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be...
-
Sr. Investment Advisor
5 days ago
Hartford, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
-
Financial Advisor
6 days ago
Hartford, United States Northwestern Mutual Full timehttps://www.northwesternmutual.com/careers/Join our growing team at Northwestern Mutual of Hartford. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.Financial Advisors provide expert guidance and innovative solutions for the planning needs of...
-
Financial Advisor
6 days ago
Hartford, United States Northwestern Mutual Full timehttps://www.northwesternmutual.com/careers/Join our growing team at Northwestern Mutual of Hartford. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.Financial Advisors provide expert guidance and innovative solutions for the planning needs of...