Financial Advisor (Pre-Set Appointments, No Cold Calling)
About The Position
Alliance America is hiring a Financial Advisor / Insurance Agent to advise existing clients through pre-set appointments, with no cold calling, door-knocking, lead buying, seminars, or out-of-pocket marketing costs. Advisors typically receive 10–12 appointments per week with clients who are expecting them. A dedicated appointment setter and case manager support scheduling, paperwork, and case preparation, and the company limits the number of advisors per state. The role involves meeting clients in their homes to discuss retirement income, annuities, and protection strategies; recommending solutions from a broad lineup of top-rated carriers, including senior market insurance products; and building long-term client relationships through follow-up and service. The posting states that commissions are typically $100,000–$250,000 annually, with top producers earning $300,000 or more, and are typically paid within 15 days of submission.
Requirements
- Active Health & Life insurance license.
- Series 65, Series 7 & 66, or ChFC.
- At least 2 years of annuity sales experience.
- Proven face-to-face, consultative sales success.
- Clean U4 if currently registered.
- Comfort with Microsoft Office and virtual meeting tools.
- Willingness to travel within the state to meet clients.
Responsibilities
- Meet with existing clients in their homes to discuss retirement income, annuities, and protection strategies.
- Recommend solutions from a broad lineup of top-rated carriers, including senior market insurance products.
- Build long-term client relationships through consistent follow-up and service.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
