What are the responsibilities and job description for the Annuities Producer/Financial Planner position at Legacy?
Alliance America is redefining the way we approach life and income planning.
We have been assisting clients since 2002 with a focus on professionalism and success. We primarily serve the 55-plus age demographic with an emphasis on safety, reduction of risk and leveraging existing wealth to achieve the financial goals of our clients. We do this using strategic insurance and financial concepts.
As an independent life and income planning firm, we work with some of the largest, most highly rated and conservative financial organizations in the country. Being independent means that we work for you, not the companies we represent. This not only gives us a competitive edge, it also enables us to focus on what's important, you, our client.
If you possess the following Required Knowledge And Skills
- 3 years of Industry Experience
- Active Life Insurance License - Required
- Series 65 or ChFC or Series 7/66
- Experience with fee based/retirement plans required.
- Proficient in Microsoft Office
- Familiarization with Virtual Meeting formats; ability to learn new software programs to improve your effectiveness in providing outstanding retirement planning advice.
AND
You are ready to work with a company that understands YOUR TALENTS as a financial professional and is willing to put you in front of one opportunity after another? Schedule an appointment TODAY at https://calendly.com/hlaplante/financial-planning (cut and paste in browser if you cannot click the link)
Job Type: Full-time
Pay: $65,000.00 - $300,000.00 per year
Schedule:
- Monday to Friday
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
- ChFC (Preferred)
- Series 65 or Series 7/66 (Preferred)
Work Location:
- Multiple locations
Work Remotely:
- Temporarily due to COVID-19
Work Location: Multiple Locations