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Financial Advisor Annuity & Insurance - No Prospecting - Detroit, MI

Company: Reliable Consulting Group
Location: Detroit
Posted on: May 27, 2023

Job Description:

Financial Advisor Specializing in Annuity and Insurance Sales

Job description

We work exclusively with clients who are either at or in retirement who have grown dissatisfied with their current advisor or firm. Our client's range in age with a special emphasis on both estate and financial planning needs. There is currently a need for a highly qualified Financial Advisor.

We have a unique, proven business model that consistently places you in front of one qualified prospect after another, week-in and week-out with NO prospecting. In fact, we will schedule your entire work week for you! No leads or prospecting is involved, just "appointments" with qualified prospects.


  • Competitive first year commission
  • Residual income opportunity
  • A highly unique and proven sales system
  • A comprehensive and competitive product portfolio
  • Zero prospecting
  • A dedicated appointment scheduler
  • Appointments with existing clients who actually look forward to seeing you
  • Access to product support/back office for proposals, illustrations, etc.
  • Access to a fee-only advisor platform with highly competitive portfolios
  • Dedicated co-advisor to assist with compliance and sales support
  • Ability to ACAT and manage existing client assets
  • Flexibility to conduct virtual appointments to limit your out of office time
  • Support of a fully staffed home office team dedicated to your success

    • 3 Years + of Industry Experience
    • Active Series 65 OR Series 7 & 66 OR ChFC equivalent
    • Active Life Insurance License
    • A clean U4 (if currently registered)
    • Proven ability to sell insurance products and/or investment strategies using a needs-based approach
    • Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts
    • Proficiency within Microsoft Office (Outlook, Word, Excel, Power Point)
    • Ability to approach clients with sound financial and ethical judgment
    • Must be a self-starter and a problem solver
    • Advanced listening, written and oral communication skills; strong persuasive and interpersonal skills
    • Either have or be willing to obtain a Retirement Income Certified Professional (RICP) designation
    • This is a 1099 Independent Contractor Position

      If you are tired of prospecting and want to work with a company who appreciates your talents and is willing to put you in front of one opportunity after another, apply today!

Keywords: Reliable Consulting Group, Detroit , Financial Advisor Annuity & Insurance - No Prospecting - Detroit, MI, Accounting, Auditing , Detroit, Michigan

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