Investment Advisor
Investment Advisor
Insight Global
Greater Seattle Area
See who Insight Global has hired for this role
This licensed Financial Specialist 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 of leads. 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. Being a 1099 independent contractor, this person will have total flexibility of schedule and hours. 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 roles investment roles in this industry, this is paid via commission and bonuses. Supplemental benefits are available.
Minimum Requirements:
- Series 6 or Series 7 licensure
- Licensed to sell life and health insurance
- Strong communication skills to create and maintain customer relationships
- Experience in a similar sales role selling insurance and/or retirement successfully
- Must be near to the greater Seattle area to be able to tackle the Seattle area customer base/market
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Seniority level
Associate -
Employment type
Contract -
Job function
Finance and Sales -
Industries
Insurance and Financial Services
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See who you knowFeatured Benefits
Inferred from the description for this job
-
Medical insurance -
Dental insurance -
401(k)
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