We are seeking a highly qualified Insurance Agent or Financial Advisor to join our company that specializes in selling annuities and other financial products for estate and income planning. Here are the key points about the position:

Role and Focus

Primary focus is on selling annuities and financial products for estate and income planning

Will work with the company's existing client base. No Prospecting!

Opportunity to sell other senior market insurance products as well

Support Provided

Appointment setters to connect you with qualified clients

Case managers to assist with creating client plans and handling paperwork

Tools and resources provided at no cost to the agent

Ideal Candidate

Experienced insurance agent or financial advisor

Proven track record of success in the industry

Must be licensed

Strong qualifications and expertise required

Company Approach

Values its reputation with clients highly

Aims to put agents in front of qualified opportunities consistently

Understands and appreciates the talents of financial professionals

We offer a unique opportunity for a skilled financial professional to focus on sales while receiving significant support in lead generation and case management. We are committed to quality by seeking experienced candidates with a history of success, rather than simply hiring anyone with a license.

Requirements

To be considered for this exciting opportunity, you must:

Hold an active Health and Life insurance license

Have a Series 65 license or an Active Series 7 & 66 or ChFC designation

Clean U4 record (if currently registered)

Must live in the State you are applying for!

Enjoy Face to Face meeting with the Clients in their home

Proven sales ability with a track record of successful sales using a needs-based approach

Travel (within your home state) and willingness to meet with qualified clients

Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.

Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.

Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.

Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.

Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.