This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement.
Partnering with a local agent, this person will have access to an existing customer base. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base.
Financial products sold include :
- Life insurance.
- Annuities (fixed, indexed, variable).
- Mutual funds.
- IRAs.
- 403(b)s and 529s.
- Workplace life and supplemental health insurance.
- Fidelity Custody Clearing and Solutions.
- UITs and Managed Assets.
- FMAX Investment Advisory platform
- Buffered and traditional UIT's
As with most 1099 insurance sales positions, this is paid via commission and bonuses. OTE range between $75,000-$100,000 / yr.
Required Skills & Experience
- At least 1-2+ years of experience selling insurance with a proven track record of success
- This person needs to be licensed to sell life and health insurance and will need to have either of the two combinations :
- Series 6 and 7, 63, with either 65 or 66
- Series 7 (and 63 if state requires it) with either 65 or 66
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