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