Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+
About The Position
This role is for a driven, results-focused Financial Advisor or Insurance Agent who is seeking a streamlined, high-performance business model. Instead of focusing on lead generation and administrative tasks, advisors will be paired with pre-engaged clients who are actively considering their financial and estate planning needs. This opportunity offers a clear path to a six-figure income without the burnout associated with traditional prospecting. The company has a strategic partnership with an established estate planning organization, providing advisors with clients who desire guidance. To ensure exclusivity, only 1-2 advisors will be brought on per state.
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
- Willingness to travel within your state to meet with qualified clients
- A genuine passion for serving retirees and helping them secure long-term peace of mind
Responsibilities
- Meet with clients who want guidance on financial and estate planning needs.
- Focus on annuities and retirement income planning.
- Travel within your state to meet with qualified clients.
- Utilize a consultative, needs-based approach in sales.
- Manage your own schedule with a consistent flow of business.
Benefits
- Pre-set, qualified appointments – 10–12 per week booked for you
- Exclusive territory – You live in and represent your own state
- Top-tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork
- Strong six-figure income potential – Results-driven commission model that rewards production
- Product freedom – Access to a wide range of high-quality products and carriers
- Flexibility – You manage your own schedule
- Dedicated back-office team to streamline your workflow and handle case management
- Consistent, predictable flow of opportunities without building your own marketing machine
- Control over your schedule with a platform built for closing and client impact
- Real, sustainable path to six-figure and above earnings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
