Job details
Salary $75,000 - $150,000 a year job type full-time contract number of hires for this role on-going need to fill this role
Qualifications
Life insurance license (required)
Us work authorization (required)
Sales experience: 1 year (preferred)
Insurance sales: 1 year (preferred)
Series 6, 7, 63, 65 or 66 (preferred)
Full job description
Alto financial group (www.altofg.com/careers) is a full-service retirement planning company serving the unique needs of public employees and their familiesWe focus on helping public employees make their income last their entire lifetime because they deserve to have a comfortable retirementWe seek first and foremost to serve our clients to create long-term relationships that always put the needs of the client first.
Immediate openings available nationwide for full-time financial advisors and/or life insurance agents focused on developing retirement strategies for our clientsOur advisors and agents have been able to achieve six-figure incomes by following our well-established training system and providing great service to our clients at the same time.
We specialize in providing financial planning for community members who work in healthcare, higher education, k-12, government, and other not-for-profit institutionsWe have relationships with school districts and other public organizations nationwide to help them with their retirement and financial planningWe are searching for experienced financial professionals interested in advancing their career and building their own business as part of our team.
Career opportunities for licensed life insurance agents & registered investment advisors:
We have a collaborative and entrepreneurial environment where your success and earning potential is unlimitedOur successful system focused on thorough and continuing training, peer to peer support and mentorship is designed to help you build a reliable growing income alongside a rewarding careerOur agents and/or advisors are given thorough training through our in-house alto university designed to give you the tools you need to succeed and to serve clients.
As a licensed life insurance agent and/or registered investment advisor agent, you will have the opportunity to continue building upon your career and personal book of businessIf you`re an experienced life insurance agent, we can help you take your business to the next levelIf you’re a registered investment advisor, interested in providing a personalized retirement and financial planning experience for our clients and their families and you want the flexibility to create your own schedule and build your career on your terms, consider joining our team.
Why work with us:
The ability to be your own boss, grow your own team and build your own business
The ability to build a book of business and significant residual income that can pay you for years
Innovative client acquisition strategy using pre-set appointments
Full back-office support to simplify your life (case management, admin, crm, tech, commissions, sales reports)
Structured training system and strong mentorship
The public employee marketplace is consistent and nearly recession-proof
Work remotely serving clients nationwide
Requirements:
Strongly prefer candidates have a current life insurance license and/ or investment advisor representative license (series 65, or 7 & 66).
We will consider unlicensed applicants with a strong a desire to succeed in a new industry with prior relevant experience
Ability to utilize common software programs (google docs, zoom video conferencing etc.)
What makes someone successful with us are the following characteristics:
Unwavering integrity
Coachable
Accountable
Hardworking
Resourceful
Positive attitude
Self-discipline to set your own schedule and goals
Sincere desire to help people
Job types: full-time, contract
Pay: $75,000.00 - $150,000.00 per year
Benefits:
Flexible schedule
Schedule:
8 hour shift
Monday to friday
Supplemental pay:
Commission pay
Application question(s):
Are you willing to obtain a life insurance license?
Experience:
Sales experience: 1 year (preferred)
Insurance sales: 1 year (preferred)
License/certification:
Series 6, 7, 63, 65 or 66 (preferred)
Life insurance license (required)
Work location:
Fully remote
Work location: remote