Estate & Retirement Financial Advisor, 150-300K+, Exclusive Pre-set Appointments
About The Position
This is an outside advisor role for an experienced financial advisor. The advisor meets clients in the field, at their homes or another pre-set location, and through scheduled virtual appointments. The company provides qualified, pre-scheduled appointments—targeting 10–12 per week—along with lead generation and back-office support, allowing the advisor to focus on advising and closing rather than prospecting. The role is commission-based, with typical earnings of $150,000–$300,000+ and top producers earning $300,000+. Actual income depends on closing skills and production. The advisor works with pre-qualified prospects, many of whom are already clients of the company's estate-planning services, who are interested in retirement and estate planning. The advisor recommends annuity, insurance, and retirement-income strategies based on client needs, including Roth conversions, closes business, and maintains client relationships. A dedicated Case Manager supports case design, applications, and follow-up, and an Appointment Setter assists with appointment scheduling. Advisors may have opportunities to expand their book of business.
Requirements
- Active Health & Life license.
- Series 65, Series 7 & 66, or a similar credential.
- Familiarity with Roth conversions and retirement-income planning.
- Proven sales experience using a consultative, needs-based approach.
- Clean U4 if currently registered.
- Reliable transportation and willingness to travel within the territory, including occasional overnight stays as needed.
Nice To Haves
- ChFC or RICP designation; alternatively, willingness to obtain one.
Responsibilities
- Meet with pre-qualified prospects in the field and through scheduled virtual appointments.
- Recommend annuity, insurance, and retirement-income strategies based on clients' needs, including Roth conversions.
- Close business and maintain client relationships.
- Work alongside a dedicated Case Manager and Appointment Setter.
- Travel within the assigned territory to meet clients.
Benefits
- Pre-set, qualified appointments, targeting 10–12 per week.
- No cold calling or marketing costs; the company handles lead generation.
- Full back-office support, including a dedicated Case Manager for case design, applications, and follow-up.
- Streamlined process with minimal paperwork.
- Access to top carriers for annuity, insurance, and retirement-income solutions.
- Potential for additional sales opportunities and growth of the advisor's book of business.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
