We are seeking a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.
We pride ourselves on fostering a unique synergy with our esteemed estate planning sister organization. This special collaboration ensures that our Agents and Advisors engage with clients who are already in a planning mindset, leading to highly efficient interactions and a guarantee of success.
By seamlessly integrating the expertise and services of our estate planning sister organization, we can provide our team with a remarkable advantage. This advantage translates into a more streamlined and focused approach when engaging with clients. Clients who have already embraced a planning mindset are better prepared to make informed decisions, allowing our Agents and Advisors to tailor solutions that precisely align with their financial goals and aspirations.
This powerful synergy empowers our professionals to excel in their roles, delivering exceptional services and establishing lasting relationships with our clients. It embodies our commitment to delivering unparalleled value and ensuring a prosperous future for both our clients and our dedicated team.
Join us and be a part of this exciting synergy, where success is guaranteed through collaboration and a shared vision for financial excellence. Together, we'll redefine the landscape of financial planning and make a lasting impact on the lives of our clients.
Requirements
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
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.
Supportive Team: We provide you with an Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
Experienced Case Manager: Our dedicated Case Manager 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.
Flexibility and Independence: Manage your own schedule and work independently to create personalized financial solutions for your clients.
Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years.