Remote Financial Advisor - Retirement & Planning Expert

The Variable Annuity Life Insurance Company; Boca Raton (FL); Presencial; USD 65 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, vision

401(k) with match

Company-provided technology

Licensing fees coverage

Continuing education and compliance

Resumo da oferta

The Variable Annuity Life Insurance Company is seeking a Financial Advisor to deliver personalized retirement and financial planning experiences for clients and their families. You can set your own schedule and build your career on your terms, while using company tools to manage client relationships and planning needs.

In this role you will meet with existing and prospective clients, leverage marketing support, and collaborate with your District Vice President to learn best practices and grow

Qualificações

• High school diploma or GED.
• Ideally, 2+ years of experience as a Financial Advisor.
• A proven and successful sales track record.
• Active FINRA Series 7 license and Series 63 and 65 or 66 license.
• Active state variable life and health license.
• Compliance with all federal and state pay-to-play rules; no disqualifying political contributions.

Responsabilidades

• Meet with existing and prospective clients to plan their financial future.
• Use company-provided technology and tools to streamline operations.
• Leverage marketing support—mailings, email blasts, and customized flyers—to expand your business and reach new customers.
• Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Conhecimentos

Sales experience

Financial planning

Client relationship management

FINRA Series 7 license

Series 63/65/66 license

State variable life license

Pay-to-play compliance

Formação académica

High school diploma or GED

Descrição da oferta de emprego

The Variable Annuity Life Insurance Company is seeking a Financial Advisor to deliver personalized retirement and financial planning experiences for clients and their families. You can set your own schedule and build your career on your terms, while using company tools to manage client relationships and planning needs.

In this role you will meet with existing and prospective clients, leverage marketing support, and collaborate with your District Vice President to learn best practices and grow