Financial Planner

Job Title: Financial Planner
Job ID: 88160
Location: Manalapan, New Jersey


What you will be doing:

• Present at educational dinner seminars (1+ per week)

• Meet with retirement focused prospects and guide them through comprehensive planning

• Design retirement income strategies and implement annuity solutions

• Transition and grow advisory (AUM) relationships

• Coordinate with our in house estate planning attorney and tax partners

• Convert firm provided leads into long term clients

What you must have:

• Series 65 OR Series 66 + Series 7; life insurance license required/preferred

• Willingness to work consistent evenings and attend dinner seminars

• Comfort operating in a production-driven, client-facing role

• Ability to convert firm-provided leads 

• Geographic proximity sufficient to support frequent evening travel (NJ primary)

Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, wea encourage you to continue visiting our website for other roles that may be a good fit.


For more information about TEEMA and to consider other career opportunities, please visit our website at www.teemagroup.com