May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
US military experience through military service or a military spouse/domestic partner
Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
Current Life and Health (Group 1) license
MBA or master's degree in a financial or business-related field
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
10 or more years of Retirement Planning and/or Annuity experience.
5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel.
3 or more years of direct leadership experience over other managers (leader of leaders)
RICP (Retirement Income Certified Professional) Designation
Experience managing a team of investment advisors in a call center environment.
