Financial Advisor Recruiter

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in 49301, Ada, MI, USA
In-Office or Remote
Junior
Insurance
The Role
Recruit and close independent financial advisors to USA Financial platforms through high-volume outbound calling and persistent outreach. Qualify candidates, schedule Discovery Day meetings, articulate the firms value proposition, discuss systems and technology, and pass qualified advisors to senior business development for onboarding.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

Job Description

Requirements and/or Qualifications:

  • Financial services (industry) knowledge (preferred)
  • Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)
  • Previous track-record of successful sales/recruiting experience
  • Self-Starter
  • Effective Communication
  • Thick-skinned (handles rejection well)
  • No Phone-Call Reluctance
  • Excellence on the phones
  • Comfortable and Professional during virtual/video calls
  • Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
  • Ability to CLOSE

Responsibilities:

  • Effectively making 75-100+ phone calls daily (hot and cold)
  • Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
  • Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
  • Able to articulate the unique value proposition of USA Financial with passion and conviction
  • Able to fluently discuss all of USA Financials’ systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice
  • Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team) and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.
     

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • Previous track-record of successful sales/recruiting experience
  • Financial services industry knowledge
  • Experience recruiting to a Broker/Dealer, RIA, and/or FMO/IMO
  • Self-starter
  • Effective communication skills
  • Handles rejection well / thick-skinned
  • Comfortable making phone calls and excellence on the phones
  • Comfortable and professional on virtual/video calls
  • Motivated by commissions, incentives, and activity-driven environments
  • Ability to close recruits
  • Willingness to make 75-100+ phone calls daily

AmeriLife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriLife and has not been reviewed or approved by AmeriLife.

  • Strong & Reliable Incentives Incentive structures offer uncapped commission and performance bonuses that can scale earnings for high producers. Compensation can be attractive for roles that consistently generate sales.
  • Healthcare Strength Corporate roles include major medical, dental, and vision coverage, with recent additions such as expanded mental‑health sessions. Coverage is positioned as competitive and is viewed positively in several instances.
  • Leave & Time Off Breadth Time‑off programs include generous PTO, paid maternity benefits, and dedicated volunteer time off. Wellness resources are highlighted alongside leave options for eligible roles.

AmeriLife Insights

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The Company
HQ: Clearwater, FL
1,001 Employees
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers. For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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