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Meet with existing and prospective clients to provide personalized retirement and financial planning. Build and expand a client base using company-provided technology, marketing materials, and financial planning tools. Collaborate with coworkers and leadership to develop skills and best practices. The role requires active FINRA and state insurance licenses, a successful sales record, and offers remote work with up to 25% travel.

Provide personalized retirement and financial planning to clients, grow business using company tools and marketing support, collaborate with leadership, and maintain required licenses and compliance. Flexible schedule with travel up to 25% and use of company-provided technology and training.

Conduct suitability reviews for transactions requiring firm pre-approval (mutual funds, annuities, advisory recommendations); identify and mitigate compliance risk; communicate with financial professionals and internal partners; research escalations; report issues to management and auditors; manage priorities and service level agreements.

Lead underwriting for complex individual life insurance applications, assessing medical and financial risk, managing a large caseload, exercising approval authority, supporting sales and distribution partners, providing training, and ensuring accurate, timely decisions to protect mortality results and deliver strong customer experience.

The Internal Wholesaler educates financial advisors about annuity products, develops and maintains business relationships, and supports sales efforts through proactive communication.

As a Wealth Financial Advisor, you will guide clients in financial planning, utilize company tools, and expand business through marketing support.

Provide personalized retirement and financial planning to existing and prospective clients. Build and expand a client base using company-provided technology, marketing materials, and financial planning tools. Manage an independent schedule, collaborate with coworkers and district leadership, and maintain required licenses and compliance standards. The role is remote and may require up to 25% travel.

Meet with existing and prospective clients to provide personalized retirement and financial planning. Build and expand a client business using company-provided technology, marketing support, and financial planning tools. Collaborate with coworkers and district leadership while maintaining required licenses, compliance, and continuing education. The role offers schedule flexibility, company-provided resources, and a book of business.

Provide personalized retirement and financial planning to clients, use company tools and marketing support to grow a book of business, collaborate with district leadership, and maintain required licenses and compliance while occasionally traveling to meet clients.

Manage and conserve a book of high-value client accounts by promoting financial planning, reducing surrenders, and growing assets through referrals, prospecting, seminars, and networking. Use planning tools to assess client needs, sell Corebridge products via broker-dealer platforms, exceed sales targets, and adhere to compliance standards.