Vice President leading Mastercard's Open Finance Data solutions across Europe. Overseeing product development and strategic planning in a dynamic fintech environment.
About the role
- Senior Market Financial Planner focusing on annuities and retirement planning with pre-set clients. Offering lucrative income potential and support for high-performing financial advisors.
Responsibilities
- Unleash Your Potential as a Financial Advisor by joining an elite team
- Focus on annuity sales and retirement planning with pre-set clients
- Attend pre-set, qualified appointments—10-12 per week booked for you
- Enjoy the support of an appointment setter and case manager
- Manage your schedule for better work/life balance while achieving strong income potential
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7/66 Combo, 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
Benefits
- 6-Figure Earning Potential without exhausting prospecting
- Exclusive appointments—no competing with other reps in your area
- Dedicated back-office team to streamline your workflow
- Access to premier products from top providers
- Control over your schedule but with a consistent flow of business
- The chance to make a real difference in clients’ retirement security
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Senior Planning/Budget Analyst at CACI supporting budgeting and program management processes. Requires strong analytical skills and the ability to communicate complex information effectively.
Leitender IT Finance & HR Verantwortlicher im digitalen Transformations - Team bei Walter. Fokus auf IT - Strategie, SAP Integration und Teamleitung.
DA
Senior Associate focused on portfolio analytics and client applications in investment engineering at Dimensional. Involves design and management of regulatory reporting frameworks while collaborating with various departments.
Financial Solutions Advisor at Bank of America delivering comprehensive advice and customized financial solutions. Responsible for building financial plans and engaging potential new clients through referrals and relationship management.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients at Bank of America. Responsible for triaging leads and meeting with clients to review their financial goals.
Finance and Costing Manager for Microsoft Dynamics 365 F&O at Crowe. Provide expert support and improve financial processes within global teams, requiring US hours.
Product Owner in Finance+ Data Landing Zone at ZEISS Digital Partners. Managing BI product strategy and collaboration with data professionals to improve solutions.
Senior Financial Analyst providing financial reporting and analysis to support strategic decisions at FCC. Collaborating with stakeholders to deliver actionable insights and track financial trends.
Community Investment Specialist overseeing FCC’s Drive Away Hunger initiative across Canada. Building partnerships and leading community investment strategies in food security and food loss with various stakeholders.