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Alliance.America Eau Claire, WI
  • Expired: 21 days ago. Applications are no longer accepted.

Our customers have purchased Estate Planning services and are in need of financial planning to help them through their retirement years. With 36-years of experience, we have created as system that provides you with a number of different Senior Market sales opportunities based on your overall experience. We offer products that help our existing client base throughout retirement. Appointment setters put you in front of qualified clients who want to speak with you. Case managers help you create the perfect plan for your clients and chase the paperwork for you.

We are looking for an experienced Licensed Annuities and/or Financial Advisor with a Series 65 or ChFC to work our existing client base cultivating a variety of different Senior Market sales opportunities, such products as Annuities, Final Expense, Life Insurance, Long-Term Care, and more.


  • Minimum of 2 years experience in annuities sales
  • Hold an active Life/Health license
  • Active Series 65 license or ChFC, Or be willing to obtain a Series 65 within 60 days
  • Be willing to run an average of 10-12 qualified appointments per week
  • Travel moderately with occasional overnight stay
  • Possess excellent communication and closing skills
  • Be self-motivated, hard-working, ethical, and able to work independently

We will provide you with the tools needed to succeed:

  • An experienced Appointment Setter to fill your calendar
  • An experienced Case Manager to assist with plan design and follow paperwork
  • Complete support and mentoring

Because our reputation with these clients is valuable, we are not looking to hire just anyone with a license, we are searching for the right highly qualified and experienced individual with a proven record of success.

Quit wasting your time prospecting and start getting in front of qualified customers. Apply Now or call (800) 589.2999. For your convenience, you can also text your email address to (941) 548-9677, please reference Zip/Financial.

All inquiries will be kept confidential.

Opportunities also available in: WI, IL, AL, TN, GA, MI


Why Work Here?

We have local clients who have purchased estate planning service who are in need of life and annuities. We provide Appointments, not Leads.

Alliance America is a 36-year-old national insurance and financial planning firm based in Sarasota, Florida. We believe in the philosophy of doing one thing and doing it well, for us, that's retirement income planning. As an independent financial planning firm, we work with some of the largest, most highly rated and conservative financial organizations in the country. Being independent means that we work for you, not the companies we represent. This not only gives us a competitive edge, it also enables us to focus on what's important, you, our client. Because sound financial advice is the cornerstone of any retirement plan, we work through a vast network of local, experienced, insurance and financial professionals who will meet with you one-on-one to discuss your individual planning goals. These individuals meet our high standards of professionalism, education and experience and can give your financial or retirement plan the focus and attention it deserves.


Eau Claire, WI