Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments
About The Position
This role is for a driven, results-focused Financial Advisor or Insurance Agent who is seeking a business model that removes common pain points such as lead generation, paperwork, and marketing. The position offers pre-engaged clients who are seriously considering their financial and estate planning needs through a strategic partnership with an established estate planning organization. Advisors will meet with clients who want guidance, eliminating the need for cold calling or door knocking. The company is limiting the hiring to 1-2 advisors per state to ensure exclusivity and prevent advisor overcrowding. The specific opportunity is for a Senior Market Financial Planner with a focus on annuities and retirement income.
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 pre-set, qualified appointments (10-12 per week).
- Represent your own exclusive territory within your state.
- Focus on clients seeking guidance for their financial and estate planning needs.
- Utilize a wide range of products and carriers to build tailored retirement solutions.
- Manage your own schedule with a consistent flow of business.
- Travel within your state to meet with qualified clients.
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
