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Posted: Sunday, February 4, 2018 7:05 PM

Job Description:/h3:
This position is ideal for independent insurance agents concerned about the new DOL regulations and who want to add investment advisory services to their practices.
As an independent insurance agent, per the new DOL regulations, you will eventually need to affiliate yourself with a financial institution or Investment Advisory firm to conduct business involving qualified money.
We are looking for established insurance agents, with a book of business, interested in providing fee:based investment solutions to their clients, as well as generating an additional income source for themselves.
Stoney Creek Advisors, LLC / Stoney Creek Partners, LLC is an RIA firm and insurance agency licensed in the state of Michigan. We can help you transition your current book of business into a more comprehensive and coordinated strategy for managing your clients financial affairs.

WE OFFER:
Independence
Own your own book of business
High payouts
Turnkey money management programs
State:of:the:art account aggregation and analysis software and contact management software
Office space and administrative assistant provided

WE REQUIRE:
Valid state of Michigan insurance license for health and life insurance
Clean license
Current book of business
High school diploma or GED

Our goal is to partner with you in helping your clients strive to achieve their long: and short:term financial objectives. If you are interested in advancing your career with an experienced financial firm, please apply and submit your résumé here.
Job Type: Commission : Compensation range listed below is based on assets under management being transferred to our firm.
Company Description:/h3:
Stoney Creek Advisors, LLC, and Stoney Creek Partners, LLC, are a newly formed, independent, state:chartered Registered Investment Advisor and insurance agency located in Rochester, MI. We offer high payouts and a low:stress environment with no sales minimums or targets. We allow you to build your book the way you want to while still providing you with an office and secretarial help.

Source: https://www.tiptopjob.com/jobs/77231571_job.asp?source=backpage


• Location: Rochester

• Post ID: 35358012 rochester
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