Senior Market Financial Advisor - Pre-Qualified Client ...

Senior Market Financial Advisor - Make a Lasting Impact on Clients' FuturesAre you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We're seeking skilled advisors with a proactive mindset and a commitment to excellence.Why Join Us?We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset, enabling efficient, impactful interactions and exceptional outcomes.Streamlined Client Engagement: Work with pre-qualified clients who are ready to make informed financial decisions.Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans.Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success.What We're Looking ForTo ensure we're building a team of top-tier professionals, we're seeking candidates with the following qualifications:Active Life Insurance License (required).At least 2 years of experience with fixed annuities (required).Active Series 65, or Series 7 & 66, or equivalent credentials (e.g., ChFC, CFP), or a willingness to obtain the Series 65.Clean U4 if currently registered.Advanced communication, sales, and interpersonal skills.Proficiency in Microsoft Office.Ethical judgment, prioritizing client interests at all times.Willingness to travel to meet with clients (occasional overnight stays).What We OfferAs a Senior Market Financial Planner, you'll enjoy unparalleled support and benefits, including:Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients.Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings.Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design.Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service.Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years.Take the Next StepIf you're ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we'll redefine client success and secure their financial futures.

Created: 2025-01-22