Financial Advisor: Annuities, Insurance - Streamline your Process
United Placement Group
Killeen, texas
Job Details
Full-time
Full Job Description
Are you tired of wasting precious time on tiresome prospecting and paperwork? These tasks can be a major drain on your energy and take you away from what you do best - growing your business. Well, we have great news for you - introducing Alliance America's revolutionary business model!
Our highly-unique and proven system is specially designed to relieve you from the burden of prospecting. Sit back and relax as we consistently place you in front of qualified prospects, week after week. And that's not all! We also take care of your scheduling, ensuring a steady flow of appointments with qualified prospects.
But wait, there's more! Along with handling your prospecting and scheduling needs, we go above and beyond by managing all your paperwork behind the scenes. Yes, you heard it right! We'll chase your paperwork for you, ensuring that policies are issued in a timely manner, without you having to lift a finger.
With our comprehensive approach, you can:
- Focus solely on meeting with qualified prospects and closing deals.
- Save valuable time and resources by eliminating the need for prospecting and paperwork management.
- Enjoy peace of mind knowing that all administrative tasks are taken care of efficiently and professionally.
Say goodbye to the stress and frustration of juggling prospecting, scheduling, and paperwork. Let us handle the heavy lifting so you can concentrate on what truly matters - growing your business.
Ready to experience the benefits of our proven business model firsthand? APPLY NOW!
Requirements
To be considered for this exciting opportunity, you must:
- Hold an active Health and Life insurance license.
- Have a Series 65 license or be willing to obtain it within 90 days (Or have 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.
- Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- 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 8-12 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.