AmeriLife Logo

AmeriLife

Financial Advisor Recruiter

Posted 3 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in 49301, Ada, MI
Junior
In-Office or Remote
Hiring Remotely in 49301, Ada, MI
Junior
Recruit and close independent financial advisors to USA Financial platforms through high-volume outbound calling and persistent outreach. Qualify candidates, schedule Discovery Day meetings, articulate the firms value proposition, discuss systems and technology, and pass qualified advisors to senior business development for onboarding.
The summary above was generated by AI

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

Job Description

Requirements and/or Qualifications:

  • Financial services (industry) knowledge (preferred)
  • Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)
  • Previous track-record of successful sales/recruiting experience
  • Self-Starter
  • Effective Communication
  • Thick-skinned (handles rejection well)
  • No Phone-Call Reluctance
  • Excellence on the phones
  • Comfortable and Professional during virtual/video calls
  • Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
  • Ability to CLOSE

Responsibilities:

  • Effectively making 75-100+ phone calls daily (hot and cold)
  • Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
  • Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
  • Able to articulate the unique value proposition of USA Financial with passion and conviction
  • Able to fluently discuss all of USA Financials’ systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice
  • Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team) and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.
     

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Similar Jobs

An Hour Ago
Remote
United States
131K-152K Annually
Senior level
131K-152K Annually
Senior level
Healthtech • Social Impact • Software • Telehealth
Own onboarding and long-term success for employer clients (<3,000 employees). Serve as primary contact, guide launches, support employer portal usage, deliver customized communications and campaigns, partner with brokers, marketing, product, and operations to increase benefit awareness and utilization.
Top Skills: Salesforce
11 Hours Ago
Remote or Hybrid
United States
142K-192K Annually
Expert/Leader
142K-192K Annually
Expert/Leader
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead complex real estate tax engagements, mentor teams, provide client advisory on tax strategies, and drive business growth through networking.
Top Skills: CpaJdLlmMstTax Technology Tools
11 Hours Ago
Remote or Hybrid
United States
106K-160K Annually
Senior level
106K-160K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage the insurance tax team, assist in client relationships and business development, oversee tax compliance, and support tax strategies.
Top Skills: AccountingInsurance TaxTax Compliance

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account