We are seeking a highly motivated and licensed Insurance & Annuities Advisor to join a company located in the Castle Shannon area of Pittsburgh. This role involves helping clients navigate their financial futures through tailored insurance and annuity solutions. The ideal candidate will hold a Series 6 or Series 65 license, along with a Life & Health Insurance license, and preferably a Series 63 license for multi-state securities sales. This Insurance & Annuities Advisor position is full-time and offers a based salary plus commission. In addition, this position offers great benefits and paid time off. If you are interested in this position, APPLY TODAY!

Key Responsibilities:
- Educate and advise clients on fixed, indexed, and variable annuities, as well as life and health insurance products.
- Provide investment guidance on mutual funds, 529 plans, and retirement accounts.
- Conduct financial needs assessments and develop customized solutions.
- Maintain compliance with FINRA, SEC, and state insurance regulations.
- Build and maintain long-term client relationships through trust and transparency.
- Collaborate with internal financial planners and compliance teams.
- Stay current on market trends, regulatory changes, and product updates.

Licensing Requirements:
- Series 6 – Required to sell mutual funds, variable annuities, and other packaged securities.
- Series 65 – Required if offering fee-based investment advice as an Investment Adviser Representative.
- Life & Health Insurance License – Required to sell fixed and indexed annuities, life insurance, and health insurance products.
- Series 63 – Preferred for selling securities across state lines (Blue Sky laws).

Qualifications:
- Minimum 2 years of experience in financial services, insurance, or investment sales.
- Strong understanding of retirement planning, estate planning, and wealth preservation.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage a book of business.
- Proficiency in CRM systems and financial planning software.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.