This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Seattle and/or Portland metropolitan areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. 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 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.
REQUIRED SKILLS AND EXPERIENCE
- At least 1-2+ years of experience selling financial products and insurance or an internship in the industry - This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately - Need to have either of the two combinations: - Series 6 and 63, with either 65 or 66 - or Series 7 (and 63 if state requires it) with either 65 or 66 - Outgoing personality and sharp communication skills to be able to build and maintain client relationships