Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Financial Advisor for Alliance America selling annuities. Enjoy pre-set client appointments and a strong commission model.
Responsibilities
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
- Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? ( Series 65 or Equivalent)
- Do you hold an active Health & Life license and the ambition to reach six-figure+ income levels—without grinding for leads?
- We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
- As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
- Pre-Set, Qualified Appointments – 8-10+ per week booked for you and Qualified.
- Exclusive Territory – You must be licensed and live in the State you represent
- Top-Tier Support – A Dedicated Experienced appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients.
- Strong Six-Figure Income Potential – A lucrative commission model that rewards results quickly.
- Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
- Flexibility – Manage your own schedule for work/life balance - Enjoy Life while working Smarter.
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Willing to travel within your state to meet qualified clients
- Passion for serving retirees & helping them secure peace of mind
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Financial Analyst at Lamb Weston driving financial analysis and reporting for supply chain management. Partnering with Procurement and ESG teams to enhance financial strategies and sustainability initiatives.
VP, Investment Officer managing capital deployment activities and driving investment strategy for Prologis. Focused on data center and industrial product acquisitions and developments.
Financial Accountant supporting financial reporting and intercompany processes for Flutter Entertainment. Working with senior management and providing insights into financial health across various offices.
Managing a financial center's operations and team to instill client - centric service and risk culture. Responsible for ensuring operational excellence and talent development.
Senior Director leading consulting teams for Workday's Financial, Reporting & Analytics practice across the APAC region. Focused on customer outcomes, talent retention, and complex deployment delivery.
Senior Manager, FP&A role focusing on finance and analytics at Paramount. Analyzing data and building financial models to drive business initiatives.
Finance Manager overseeing all financial affairs for Quarantini Gin, a social distillery. Responsible for monthly closures, KPI management, and financial planning in a hybrid work environment.
Finance & Operations Manager at Sediwork handling financial and operational tasks for a growing software company focused on medical training efficiency.
Working Student in Finance & Operations at nüchtern, a growing beverage startup in Berlin. Working closely with the COO on accounting, customer support, and operational tasks.