Employer Industry: Financial Services

Why consider this job opportunity:
- Six-figure earning potential with a generous commission structure and a steady stream of qualified clients
- Pre-set appointments with dedicated appointment setters scheduling 10-12 weekly client meetings
- Support from a dedicated case manager to handle paperwork and plan design, allowing you to focus on client relationships
- Flexibility to manage your own schedule while delivering exceptional client service
- Access to diverse product offerings tailored to clients' unique needs during their retirement years

What to Expect (Job Responsibilities):
- Engage with pre-qualified clients to facilitate informed financial decisions
- Collaborate with case managers to deliver personalized financial plans
- Utilize advanced communication and sales skills to exceed client expectations
- Provide expert financial advice while managing client appointments and relationships
- Travel occasionally to meet with clients, including potential overnight stays

What is Required (Qualifications):
- Must possess an active Life Insurance License
- Minimum of 2 years of experience with fixed annuities
- Active Series 65, or Series 7 & 66, or equivalent credentials (e.g., ChFC, CFP)
- Clean U4 if currently registered
- Proficiency in Microsoft Office and strong interpersonal skills

How to Stand Out (Preferred Qualifications):
- Demonstrated ethical judgment with a focus on prioritizing client interests
- Proven sales experience in the financial services sector
- Ability to work effectively in a collaborative team environment

#FinancialPlanning #Insurance #CareerOpportunity #ClientSuccess #WorkLifeBalance

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