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 tired of lead generation and administrative tasks. The position offers a streamlined, high-performance business model where advisors are paired with 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 seeking guidance, eliminating the need for cold calling or door knocking. To ensure exclusivity, only 1-2 advisors will be hired 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
- 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) focused on annuities and retirement income.
- Represent your assigned state as an exclusive territory advisor.
- Focus on clients who want guidance in financial and estate planning.
- Utilize a consultative, needs-based approach in sales.
- Travel within your state to meet with qualified clients.
- Build tailored retirement solutions using a wide range of products and carriers.
- Manage your own schedule with a consistent flow of business.
Benefits
- Pre-set, qualified appointments
- Exclusive territory
- Dedicated appointment setter and case manager
- Strong six-figure income potential
- Access to a wide range of high-quality products and carriers
- Flexibility to manage your own schedule
- Dedicated back-office team to streamline workflow and handle case management
- Consistent, predictable flow of opportunities
- Platform built for closing and client impact
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
