Financial Planning and Analysis

• Serve as a Senior Market Financial Planner focusing on annuities and retirement planning
• Meet with 10–12 pre-set, qualified appointments per week
• Use consultative, needs-based sales approach to craft tailored retirement solutions
• Collaborate with an appointment setter and case manager who handle scheduling, planning, and paperwork
• Travel within your state to meet qualified clients and manage an exclusive territory
• Manage your own schedule while closing annuity sales and securing client retirement outcomes
• Partner with estate-planning sister organization to meet pre-engaged clients

Financial Advisor, Annuity Sales

Financial Analyst – Business Partner

Director of Finance

Senior Financial Analyst

Budget Analyst

Commercial Finance Strategy Analyst II