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Alliance America, a leading financial services company, is seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner you will be responsible for providing expert advice to clients on life and annuities as well as investment planning. In this role, you will be given preset appointments by your assigned assistant , allowing you to hit the ground running and focus on building strong relationships with your clients. You will have the opportunity to work with a wide variety of clients in providing comprehensive financial planning services that help them achieve their financial goals.

Responsibilities

• Develop and maintain positive client relationships by providing outstanding customer service and expert financial advice
• Analyze clients' financial needs and develop personalized financial plans that meet their objectives
• Provide guidance to clients on the best life and annuities products to meet their needs
• Stay up-to-date on industry trends, regulatory changes, and best practices in the financial planning field
• Collaborate with other members of the Alliance America team to promote overall success of the organization
• Provide clients with ongoing educational opportunities and resources to assist them in achieving their financial goals
• Attend industry conferences and events to stay current with industry trends and best practices

Requirements

• 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.