Financial Planning and Analysis

• Meet with pre-engaged, qualified clients to advise on annuities and retirement planning
• Conduct 10–12 pre-set, qualified appointments per week
• Focus on closing annuity sales using a consultative, needs-based approach
• Work with an appointment setter and case manager who handle scheduling, planning and paperwork
• Travel within your state to meet clients in person
• Leverage access to multiple high-quality providers to craft tailored retirement solutions
• Manage your own schedule while maintaining consistent appointment flow
• Operate exclusively within a limited territory (1–2 advisors per state) to avoid overcrowding

Financial Planner

Financial Analyst – Business Partner

Director of Finance

Senior Financial Analyst

Budget Analyst

Commercial Finance Strategy Analyst II