Estate & Retirement Financial Advisor - Exclusive, Pre-Set Appointments jobs in United States
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Alliance America · 1 week ago

Estate & Retirement Financial Advisor - Exclusive, Pre-Set Appointments

positionAthens, Georgia, United States
timeFull-time
remoteHybrid
senioritySenior Level

Alliance America is a company focused on financial planning, seeking driven Financial Advisors to engage with qualified clients and design effective retirement strategies. The role emphasizes conducting pre-set appointments with clients interested in estate and retirement planning, while providing full back-office support to enhance client interactions and business growth.

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

Health & Life insurance licenseSeries 65Series 7 & 66Face-to-face sales successMicrosoft Office proficiencyConsultative sales approachPassion for serving clients

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
Full Back-Office Support
Strong six-figure income potential
Dedicated back-office and case management support
Access to leading products and carriers
Control over your schedule

Company

Alliance America

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Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
dateFounded in 2002
location
Florida, New York, USA
people-size51-200 employees
web-link
https://allianceam.com/

Funding

Current Stage
Growth Stage
Company data provided by crunchbase