Alliance America · 2 weeks ago
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team
Norristown, Pennsylvania, United States
Full-time
Hybrid
Mid, Senior LevelAlliance America is seeking high-performing Financial Advisors who are ready to engage with qualified clients without the hassle of prospecting. This role focuses on sharing financial expertise and closing deals with pre-set appointments, providing a unique opportunity for those with the right credentials to excel in their careers.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Focus on sharing expertise and closing deals with qualified clients
Attend 8–10 qualified appointments weekly that are pre-scheduled
Work with a dedicated appointment setter and case manager for comprehensive support
Engage in professional development aligned with estate and retirement planning organizations
Travel within the state for client meetings
Qualification
Required
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
Must be licensed and reside in the state you're applying for
Travel within your state is required
Benefits
Unlimited commission potential and incentives for top performance
Flexible schedule and independence with ongoing support
Exclusive support team dedicated to your success
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase