Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+
About The Position
This commission-based outside advisor role is designed for experienced financial advisors who want to focus on client advising and closing rather than prospecting. The company provides qualified, pre-scheduled appointments, lead generation, and back-office support. Advisors meet clients in the field, including at clients’ homes or other pre-set locations, and through scheduled virtual appointments. The role targets 10–12 appointments per week and offers access to annuity, insurance, and retirement income solutions. Typical earnings are stated as $150,000–$300,000, with top producers earning $300,000 or more; actual income depends on closing skills and production. Advisors work with pre-qualified prospects, many of whom are already clients of the company’s Estate Planning services, and recommend strategies based on client needs. A dedicated Case Manager supports case design, applications, and follow-up, while an Appointment Setter supports scheduling. There are additional sales opportunities for advisors who want to expand their book of business.
Requirements
- Active Health & Life license.
- Series 65, Series 7 & 66, or similar qualification.
- 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 to meet clients within the assigned territory, with 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 pre-scheduled virtual appointments.
- Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions.
- Close business and maintain client relationships.
- Work alongside a dedicated Case Manager and Appointment Setter.
Benefits
- Pre-set, qualified appointments targeting 10–12 per week; no cold calling.
- No 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 annuity, insurance, and retirement income carriers and solutions.
- Potential for additional sales opportunities for advisors who want to expand their book of business.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
