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Annuity and Insurance Sales No Prospecting Richmond VA Location: US-VA-Richmond Jobcode: S4D0177EF00-06032023-4077479 Email Job
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Financial Advisor Annuity and Insurance Sales Job description We currently have an opening for a highly qualified Financial Advisor looking to work with a company where they can utilize a broad range of industry experience ranging from fixed equity-indexed annuities to managing assets. 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. We have a highly 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.
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
WHAT IS REQUIRED - 3 Years + of Industry Experience
- Active Life Insurance License
- Active Series 7 & 66 or Series 65 or ChFC equivalent
- 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
- Willingness to travel with "some" overnight
This is a 1099 Independant 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 and let's start a dialogue!
Reliable Consulting Group
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