Analyst generating commercial opportunities for financial clients through active prospecting and strategic lead qualification. Collaborating between marketing and sales teams for business growth.
About the role
- Financial Advisor dedicated to closing deals with qualified clients through pre-set appointments. Enjoy uncapped earning potential and flexibility in a supportive role.
Responsibilities
- Unleash your potential as a Financial Advisor, focusing on sharing expertise with clients
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Close deals and earn exceptional income with fully qualified, pre-set appointments
- Travel within the state for client meetings
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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