Job Description - Senior Market Insurance and Annuity Sales
Launch Your Next Chapter: Senior Market Annuities and Insurance Sales
Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Near UTC/BJs, exit 213) Hours: Monday–Friday, 8:00 am – 4:30 pm (On-site, full time)
Are you an insurance agent eager for the next big step? Want strong earning potential, rich benefits, and career guidance from a company with over 40 years of client trust? This is your opportunity!
Why Join Us?
With 40+ years championing financial peace of mind, we offer a collaborative, growth-focused environment where ambitious agents thrive. Our Senior Market Financial Planners work with existing clients who value estate planning and retirement guidance—no cold calling or expensive prospecting. Learn from veterans, build your expertise, and start strong with a proven post-delivery system tailored for your growth.
What You’ll Do:
Provide expert post-delivery client funding and financial advice
Conduct remote and on-site annual reviews for satisfied clients
Consult on annuities, insurance, and retirement plans to bring clients financial peace
Maintain ethical best practices in every interaction
Who Thrives Here:
Licensed insurance agents ready to build expertise in financial planning
Financial pros with a passion for annuities, insurance, retirement strategies, and the Senior Market
Series 7 & 66, Series 65, or ChFC a huge plus (or willingness to earn!)
Proficient with Microsoft Office and CRM tools
Creative, self-starting problem-solvers with sharp interpersonal skills and ethical judgment
What You Get:
Base plus compensation (weekly W-2 pay!)
Health, Dental, Vision, and Life Insurance after 90 days
Holiday Pay, PTO, Vacation
401K with company match
Comprehensive in-office training, ongoing support, and real advancement potential
Jumpstart your path as a Senior Market Financial Planner, serving clients who trust your expertise to guide their financial futures. If you’re ready to deliver top-tier client experiences and supercharge your career, apply now and grow with a dependable, respected leader in the field!
Let us help you excel—apply today and move your financial planning career forward!
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