Alliance America · 1 day ago
Estate & Retirement Financial Advisor - Exclusive, Pre-Set Appointments
Trenton, New Jersey, United States
Full-time
Hybrid
Senior LevelAlliance America is seeking a driven Financial Advisor or Insurance Agent to focus on estate and retirement planning. The role involves meeting with qualified clients through pre-set appointments, educating them on retirement income strategies, and recommending suitable annuity solutions.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Conduct pre-set appointments (typically 10–12 per week) with qualified, pre-engaged prospects
Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals
Recommend suitable annuity and related solutions from a broad lineup of top-rated providers
Collaborate with an internal appointment setter and case manager who support your calendar, paperwork, and case flow
Maintain strong relationships through follow-up and service, building long-term value in your book of business
Qualification
Required
Active Health & Life insurance license (required)
One of the following: Series 65; or Series 7 & 66; or comparable advanced designation (e.g., ChFC)
Proven face-to-face sales success using a consultative, needs-based approach
Clean U4 (if currently registered)
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort using virtual meeting tools
Willingness to travel within your state to meet clients as needed
A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind
Benefits
No Out-of-Pocket Marketing Costs
Pre-Set, Qualified Appointments
Full Back-Office Support
Exclusive, Limited Slots
Strong six-figure income potential
No cold calling, no door-knocking, no endless prospecting
Dedicated back-office and case management support
Access to leading products and carriers
Control over your schedule
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