Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment
About The Position
This opportunity is built for experienced Advisors who want to spend their time closing—not prospecting. We provide the clients, the appointments, and the back-end support. You focus on advising and earning. We offer pre-set, qualified appointments (10-12 per week), no marketing costs as we handle lead generation, and full back-office support for case design, applications, and follow-up. The role features a streamlined process with minimal paperwork headaches, a protected territory with limited advisors per state, and access to top carriers plus annuity and retirement solutions.
Requirements
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, etc.)
- Proven sales experience (consultative approach)
- Clean U4 (if applicable)
- Willing to travel within your state
Responsibilities
- Meet with pre-qualified prospects interested in retirement and estate planning
- Recommend annuity and income strategies based on client needs
- Close business and maintain client relationships
- Work alongside a dedicated case manager and appointment setter
Benefits
- Pre-set, qualified appointments (10–12/week) — no cold calling
- No marketing costs — we handle lead generation
- Full back-office support — case design, applications, follow-up handled for you
- Streamlined process — minimal paperwork headaches
- Protected territory — limited advisors per state
- Access to top carriers + annuity and retirement solutions
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
