Financial Planning and Analysis

• Sell annuity and retirement planning solutions to pre-engaged clients
• Meet with 8–10+ pre-set, qualified appointments per week
• Use consultative, needs-based sales to close business
• Collaborate with a dedicated appointment setter and case manager who handle scheduling, planning, and paperwork
• Travel within state to meet clients and manage exclusive territory
• Craft tailored retirement solutions using access to multiple providers
• Manage client relationships to secure retirement peace of mind

Financial Advisor – Annuities

Commercial Finance Strategy Analyst II

Rotational Financial Analyst

Director of Finance – Administration

FP&A Manager

Senior Manager – Business Finance