Secure Income Management ยท 12 hours ago
Financial Services Professional
California, United States
Full-time
Onsite
Entry Level
$150K/yr - $350K/yr
2+ years expSecure Income Management is a rapidly growing company recognized as one of the fastest growing private companies in the US. They are seeking a driven Financial Services Professional to focus on advising clients and providing financial advice and retirement planning.
Financial ServicesInsuranceRetirement
Hiring Manager
Colin Nelson
Responsibilities
Meet with clients in their homes to provide financial advice and retirement planning
Help clients achieve their retirement goals through effective financial strategies
Participate in ongoing training and workshops to enhance sales techniques and product knowledge
Stay committed to a schedule of 5-8 appointments per week
Qualification
Required
MUST BE LOCATED IN CALIFORNIA
Active Life License in California (Required)
Preferred
Series 65 or 66 Securities License (Preferred, but not required)
Minimum of 2 years of experience selling annuities. (Preferred, but not required)
High energy and willingness to travel for in-home appointments
Strong commitment to professional development and coachability
Optional Group Health Insurance
Optional Group Dental
Optional Group Vision
Benefits
Optional Group Health Insurance
Optional Group Dental
Optional Group Vision
Company
Secure Income Management
Secure Income Management specializes in financial planning, wealth creation, and retirement planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase