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Financial Advisor/Annuity Sales -Pre-Set Appt- NO Prospecting 100k-300k +
Prospecting, appointment setting, paper chasing Is this why you got into the industry?
Hopefully the answer is a resounding NO!!
We are a 40-year-old Financial Planning Services company that believes Financial Planners should be doing what they are trained to do Helping customers secure their financial future, NOT administrative work.
We have a highly unique, proven sales system that requires ZERO prospecting. We do not provide "leads", we provide "Appointments". Not just appointments with prospects, but appointments with "existing clients", which means we have already eliminated the credibility barrier for you. These clients are not only expecting you, but they look forward to meeting with you!
We are looking for a select few highly qualified Insurance Agents and/or Financial Planners to work our existing client base selling annuities. While we do offer a host of senior market insurance products which may provide you with ancillary income potential, the primary focus of this position is on the sale of financial products for estate and income planning purposes.
Requirements
If you have the following qualifications and are ready to take charge of your career, then we want to speak with you:
- 3 Years + of Industry Experience
- Active Series 65 OR Series 7 & 66 OR ChFC equivalent
- Active Life Insurance License
- A clean U4 (if currently registered)
- Proven ability to sell insurance products and/or investment strategies using a needs-based approach
- Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts
- Proficiency within Microsoft Office (Outlook, Word, Excel, Power Point)
- Ability to approach clients with sound financial and ethical judgment
- Must be a self-starter and a problem solver
Benefits
- Competitive first year commission
- Residual income opportunity
- A highly unique and proven sales system
- A comprehensive and competitive product portfolio
- Zero prospecting
- A dedicated appointment scheduler
- Appointments with existing clients who actually look forward to seeing you
- Access to product support/back office for proposals, illustrations, etc.
- Access to a fee-only advisor platform with highly competitive portfolios
- Dedicated co-advisor to assist with compliance and sales support
- Ability to ACAT and manage existing client assets
- Flexibility to conduct virtual appointments to limit your out of office time
- Support of a fully staffed home office team dedicated to your success
Alliance America is a 40-year-old, family-owned firm with a focus on seniors aged 60-80 with a special emphasis on both estate and financial planning needs. Our clients are either at or in retirement and have grown dissatisfied with their current advisor or firm.
We have a uniquely efficient business model that consistently places you in front of one qualified prospect after another with NO prospecting. In fact, we will schedule your entire workweek for you! No leads or prospecting is involved, just "appointments" with qualified prospects.
United Placement Group
