• Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
• Focus on annuity sales and retirement planning.
• Enjoy pre-set, qualified appointments — clients who want to hear from you.
• Meet with clients already thinking about their financial future.
• Manage your own schedule for work/life balance - Enjoy Life while working Smarter.

Requirements

Active Health & Life insurance license
Series 65, or Series 7 & 66, or ChFC
Clean U4 record (if registered)
Proven face-to-face sales success with a consultative, needs-based approach
Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Willing to travel within your state to meet qualified clients
Passion for serving retirees & helping them secure peace of mind

🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.

Hard Skills

annuity sales
retirement planning
face-to-face sales
consultative approach
needs-based approach

Soft Skills

client management
work/life balance
passion for serving retirees

Certifications & Qualifications

Health & Life insurance license
Series 65
Series 7
Series 66
ChFC

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