Life & Annuity Advisor: Qualified Leads & Flexible Paths

My Senior Health Plan; Brentwood (TN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Qualified leads provided

Flexible career paths

W-2 and 1099 opportunities

Marketing and operational support

CRM and technology tools

Job summary

My Senior Health Plan seeks a motivated Life & Annuity Advisor to work directly with seniors, developing personalized life insurance and retirement income strategies. You will leverage provided qualified leads to focus on client needs and financial protection plans.

The role offers both W-2 employee and 1099 independent contractor options, enabling flexible compensation structures aligned with your goals. You will collaborate with teams to support clients and ensure regulatory compliance.

Qualifications

• Active Life & Health Insurance License is required.
• Excellent verbal and written communication with clients.
• Ability to explain financial concepts clearly and simply.
• Self-motivated with a client-first approach.
• High professional and ethical standards.

Responsibilities

• Meet with prospective and existing clients to assess protection and retirement needs.
• Educate clients on life insurance and annuity solutions to aid informed decisions.
• Design customized strategies for family protection, wealth preservation, and retirement planning.
• Conduct policy and retirement reviews with clients.
• Build and maintain strong client relationships with exceptional service.
• Collaborate with internal teams and partners to support client needs.
• Maintain compliance with carrier, state, and federal regulations.
• Document client interactions and recommendations in CRM systems.

Skills

Life & Health license

Communication skills

Financial concepts explanation

Client-first mindset

Professionalism

Job description

My Senior Health Plan seeks a motivated Life & Annuity Advisor to work directly with seniors, developing personalized life insurance and retirement income strategies. You will leverage provided qualified leads to focus on client needs and financial protection plans.

The role offers both W-2 employee and 1099 independent contractor options, enabling flexible compensation structures aligned with your goals. You will collaborate with teams to support clients and ensure regulatory compliance.