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We work exclusively with clients who are either at or in retirement who have grown dissatisfied with their current advisor or firm. Our client's range in age with a special emphasis on both estate and financial planning needs. There is currently a need for a highly qualified Financial Advisor.

We have a unique, proven business model that consistently places you in front of one qualified prospect after another, week-in and week-out with NO prospecting. In fact, we will schedule your entire work week for you! No leads or prospecting is involved, just "appointments" with qualified prospects.

Requirements

WHAT IS REQUIRED

• 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
• Advanced listening, written and oral communication skills; strong persuasive and interpersonal skills
• Either have or be willing to obtain a Retirement Income Certified Professional (RICP) designation
• This is a 1099 Independent Contractor Position

If you are tired of prospecting and want to work with a company who appreciates your talents and is willing to put you in front of one opportunity after another, apply today!

Benefits

WHAT WE OFFER

• 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