Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
About The Position
This role is designed for experienced Financial Advisors or Insurance Agents who enjoy client interaction but are tired of constant prospecting, seminar costs, and excessive paperwork. The position focuses on removing these pain points to allow advisors to concentrate on high-quality client work, achieve strong income, and maintain a better work-life balance. The advisor will focus on annuities and retirement income strategies, conducting pre-set appointments with qualified prospects, educating clients, recommending suitable solutions, and building strong client relationships with support from an internal team.
Requirements
- Active Health & Life insurance license (required).
- One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
- Proven face-to-face sales success using a consultative, needs-based approach.
- Clean U4 (if currently registered).
- Proficiency with Microsoft Office and comfort using virtual meeting tools.
- Willingness to travel within your state to meet clients.
- A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind.
Responsibilities
- Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
- Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
- Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
- Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
- Build and maintain strong client relationships through thoughtful follow-up and ongoing service.
Benefits
- No out-of-pocket marketing costs
- Pre-set, qualified appointments
- Full back-office & case management support
- Help with “paper chasing”
- Opportunity for managed money
- Strong six-figure income potential
- Competitive commission structure
- Steady flow of qualified appointments
- No cold calling, no door-knocking, and no endless prospecting
- Dedicated back-office and case management support
- Access to leading products and carriers
- Greater control over your schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
