Financial advisor

Job Description

Job Description:

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Since this is 1099 work, this person will be their own boss working their own hours and it can be done remotely. Partnering with local agents, this person will have access to an existing customer base with thousands of existing local households/customers who already have purchased car and/or home insurance. The goal is to sell them financial products as well. 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. The company offers a full suite of financial products to be sold including:

• 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 any 1099 and many insurance sales positions, this is paid via commission and bonuses. There are international incentive trips and supplemental benefits provided as well. Last year's data shows that the top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

Must Haves:

• Needs to have either of a Series 6 or a Series 7

• This person needs to be licensed to sell life and health insurance (it's one license that covers both) à If they don't already have it, they can get it before the start date

• Outgoing personality and sharp communication skills to be able to build and maintain client relationships

• Cannot pull from these Allstate partners (they are selling these brand products), but shouldn't be a problem if we're targeting the correct skillset: Lincoln, Equitable/AXA, Foresters, John Hancock, Protective Life, Prudential, Corebridge, Sammons