Are you tired of the constant pursuit of new prospects and are eager to transition into sales? If so, this opportunity could be the one you've been patiently waiting for!
We're currently seeking highly skilled Insurance Agents and/or Financial Advisors to work with our established client base, focusing on the sale of annuities. While we do offer a range of senior market insurance products that could provide additional income opportunities, the primary emphasis in this role is on selling financial products geared towards estate and income planning.
Our approach is exceptional, tried-and-tested, and remarkably successful, completely eliminating the need for prospecting. We don't just hand you leads; we provide you with scheduled appointments. These appointments don't involve cold prospects; instead, you'll be meeting with existing clients who are not only anticipating your visit but also eager to meet with you.
Due to the high value of our reputation with these clients, we're not looking to hire just anyone with a license. We are specifically searching for highly qualified and experienced individuals with a proven track record of success.
Requirements:
Here are the qualifications we are seeking in our ideal candidate: Active Series 7 & 66 or Series 65 or ChFC Preferred Active Life Insurance License Clean U4 (if currently registered): If you are currently registered in the financial industry, a clean U4 record is required. Proven Sales Ability Proficiency in Microsoft Office: Strong skills in Outlook, Word, Excel, and PowerPoint are essential for this role. Ethical Judgment: Approach clients with sound financial and ethical judgment, ensuring the best interests of the clients are always prioritized. Self-Starter and Problem Solver: We seek candidates who are proactive, self-motivated, and capable of solving complex financial challenges. Communication Skills: Possess advanced listening, written, and oral communication skills, along with strong persuasive and interpersonal abilities. Retirement Income Certified Professional (RICP) Designation: Either already have or be willing to obtain this designation, demonstrating your commitment to expertise in retirement income planning. Travel Flexibility: Be willing to travel to meet with qualified clients, with occasional overnight stays as needed. Benefits:
As a Senior Market Financial Planner with us, you will enjoy the following benefits: Lucrative Earning Potential: You can expect a 6-figure income in your first year, thanks to our generous commission structure and a steady stream of qualified clients. Supportive Team: We provide you with an Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients. Experienced Case Manager: Our dedicated Case Manager 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. Flexibility and Independence: Manage your own schedule and work independently to create personalized financial solutions for your clients. Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years.
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Here are the qualifications we are seeking in our ideal candidate: Active Series 7 & 66 or Series 65 or ChFC Preferred Active Life Insurance License Clean U4 (if currently registered): If you are currently registered in the financial industry, a clean U4 record is required. Proven Sales Ability Proficiency in Microsoft Office: Strong skills in Outlook, Word, Excel, and PowerPoint are essential for this role. Ethical Judgment: Approach clients with sound financial and ethical judgment, ensuring the best interests of the clients are always prioritized. Self-Starter and Problem Solver: We seek candidates who are proactive, self-motivated, and capable of solving complex financial challenges. Communication Skills: Possess advanced listening, written, and oral communication skills, along with strong persuasive and interpersonal abilities. Retirement Income Certified Professional (RICP) Designation: Either already have or be willing to obtain this designation, demonstrating your commitment to expertise in retirement income planning. Travel Flexibility: Be willing to travel to meet with qualified clients, with occasional overnight stays as needed. Benefits:
As a Senior Market Financial Planner with us, you will enjoy the following benefits: Lucrative Earning Potential: You can expect a 6-figure income in your first year, thanks to our generous commission structure and a steady stream of qualified clients. Supportive Team: We provide you with an Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients. Experienced Case Manager: Our dedicated Case Manager 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. Flexibility and Independence: Manage your own schedule and work independently to create personalized financial solutions for your clients. Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years.
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