Exciting Annuity Specialist at Amerity Financial (www.AmerityFinancial.com)

About Us:

Amerity Financial, headquartered in Lakeland, Florida, is a leading advisory firm specializing in retirement planning, wealth management, and a broad spectrum of financial services. Our innovative marketing and dedication to exceptional client service have established us as a prominent industry leader. We are expanding and offering exciting career opportunities for Annuity Specialists in Jupiter, FL, focusing on comprehensive financial planning and retirement readiness. Our success is built on forging lasting relationships, fostering community, and enhancing the financial well-being of families nationwide.

What You Will Receive:

• Monthly seminars at upscale restaurants, fully sponsored.
• A personal office for client consultations.
• Comprehensive back-office support for seamless business tracking and follow-ups.
• Advanced technology and CRM systems for managing your sales cycle.
• Regular sales meetings and training sessions with the whole team.
• Personalized coaching sessions with top industry professionals.
• A distraction-free environment allowing you to focus solely on client service and business development.

The Opportunity: Annuity Specialist

We are seeking an Annuity Specialist who is dedicated to making a meaningful impact, proficient in strategic financial planning, and has a strong sales background. As a trusted advisor, you will guide clients toward a secure and fulfilling retirement, supported by our robust marketing strategies and a consistent stream of client engagements.

Your Role Involves:

• Crafting tailored financial plans to fulfill clients' aspirations.
• Leading clients through a comprehensive planning journey, from discovery to execution.
• Utilizing a diverse toolkit of financial products to ensure client futures are secured.
• Building lasting relationships that extend beyond financial advice, making clients feel valued and part of the Amerity family.

Who We're Looking For:

• A strong commitment to client success and strategic financial planning.
• A valid Life and Health Insurance License.
• Demonstrated sales prowess and closing capabilities.
• A mix of experience in financial planning and eagerness to delve deeper into the field.
• An open-minded, ambitious, and team-oriented individual.

Our Offer:

Joining Amerity Financial is more than just starting a new job—it’s an opportunity for personal growth, meaningful contributions, and playing a crucial role in our mission to enhance our clients' financial health. We offer pathways for career advancement, personal development, and significant opportunities to contribute to our clients' financial success.

Please note: This position is for those prepared to make a significant in-person impact in Florida.

Amerity Financial is devoted to fostering a diverse and inclusive work environment. We are an equal opportunity employer, welcoming applicants from all backgrounds to join our team.