Alliance America · 1 day ago
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team
Springfield, Massachusetts, United States
Full-time
Onsite
Mid, Senior LevelAlliance America is seeking high-performing Financial Advisors who are tired of prospecting and want to focus on client engagement. The role involves meeting with pre-qualified clients for retirement and legacy planning, with comprehensive support and training provided.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Focus on sharing expertise and closing deals with qualified clients
Attend 8–10 qualified appointments weekly
Travel within the state for client meetings
Work with a dedicated appointment setter and case manager
Participate in sales training with a focus on annuities and retirement planning
Help retirees build secure financial futures
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
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