Alliance America · 1 day ago
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team
Bridgewater, New Jersey, United States
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $350K/yrAlliance America is seeking high-performing Financial Advisors who are ready to focus on client engagements rather than prospecting. The role involves meeting with pre-qualified clients to discuss retirement and legacy planning, with comprehensive support and training provided.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Spend every working hour in front of qualified clients instead of behind a phone or CRM
Share expertise and close deals
Travel within your 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
You must be licensed and reside in the state you're applying for (current state we are looking for)
Benefits
Comprehensive support from a dedicated appointment setter and case manager
Proven annuity and retirement focus sales training with client-first product options
Work/life balance with unlimited earning potential
Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
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