Experienced Life & Annuity Agent

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support

Pay

TBD

Schedule

TBD

Qualifications

Commensurate with experience

Skills

Not specified

Benefits

Varies

Job Title

Life & Annuity Agent

About the Role

Engage with clients to understand their financial objectives and provide tailored advice and strategies. Offer comprehensive solutions including investment opportunities, retirement planning, and wealth management strategies. Play a pivotal role in empowering clients to make informed financial decisions.

Responsibilities

Leverage financial expertise to assess client needs and develop effective action plans. Utilize advanced financial tools and analytics. Collaborate with a network of industry experts and access to cutting-edge resources to enhance client service. Serve clients by offering comprehensive financial advice and solutions.