Conduct in-person consultative appointments with pre-qualified clients to identify financial gaps and implement retirement income strategies. Collaborate with internal teams to manage case design, application submission, and policy delivery.
Conduct in-person, consultative appointments with pre-qualified clients to analyze financial profiles and identify retirement income gaps. Design and present tailored Fixed Indexed Annuity strategies while collaborating with internal teams to streamline application submission.
The advisor will conduct in-person, pre-scheduled meetings with clients to review estate plans and identify retirement income gaps. They are responsible for educating clients on safe money solutions and maintaining a consistent appointment schedule.
The advisor will conduct in-person educational reviews with clients who have established living trusts to identify retirement income gaps. They are responsible for presenting 'safe money' solutions, such as Fixed Indexed Annuities, to ensure wealth preservation.
The advisor will attend pre-scheduled, in-person appointments to review estate plans and identify retirement income gaps for clients. They are responsible for educating clients on safe money solutions and maintaining a consistent schedule based on company-provided leads.
