Responsibilities- Build trusted relationships with clients 55+, guiding them through investment strategies, annuities, retirement income planning, and asset protection.
- Educate and empower clients via one-on-one consultations and workshops.
- Manage your own book-prospecting with ASB-provided tools, nurturing loyal, referral-based clientele.
- Grow into a leadership or mentor role, with commission overrides on teams you develop.
Qualifications- Licensed series 65 fiduciary advisors
- Relationship-driven, ethical, and passionate about helping seniors secure their retirement.
- Self-motivated with sales or financial services experience (insurance, annuities, retirement planning).
- Comfortable working independently in the field while tapping into a collaborative team.
Ready to Elevate Your Impact?Join ASB in Tacoma and make a meaningful difference for retirees in our community-while building a thriving advisory business. Be your own boss, without going it alone.
CompensationUSD $100,000.00 - USD $200,000.00 /Yr.
