Alliance America ยท 1 day ago
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team
Hamilton Township, New Jersey, United States
Full-time
Hybrid
Mid, Senior LevelAlliance America is seeking high-performing Financial Advisors who are ready to focus on client engagements instead of prospecting. The role involves sharing expertise, closing deals, and attending pre-set appointments with qualified clients eager to discuss retirement and legacy planning.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Focus on sharing expertise and closing deals with qualified clients
Attend 8-10 qualified appointments weekly that are pre-scheduled
Work with a dedicated appointment setter and case manager
Participate in proven annuity and retirement focus sales training
Help retirees build secure financial futures through in-person sales success
Travel within the state for client meetings
Qualification
Required
Active Health & Life insurance license
Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
Clean U4 record (if applicable)
Strong track record of in-person, sales success
Ability to travel for client meetings
Commitment to helping retirees build secure, confident financial futures
Must be licensed and reside in the state you're applying for
Travel within your state is required
Benefits
Unlimited commission potential and incentives for top performance
Flexible schedule and independence with ongoing support
Exclusive support team dedicated to your success
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase