Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+
About The Position
This is an outside advisor role for experienced individuals who want to focus on closing business rather than prospecting. The company provides pre-qualified, pre-scheduled appointments (10-12 per week), handles lead generation and marketing costs, and offers full back-office support including case design, applications, and follow-up through a dedicated Case Manager. Advisors will meet with clients in person or virtually to recommend annuity, insurance, and retirement income strategies, including Roth conversions. The role is commission-based with a typical earning potential of $150K–$300K and over $300K+ for top producers.
Requirements
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
- Familiarity with Roth conversions and retirement income planning
- Proven sales experience with a consultative, needs-based approach
- Clean U4 (if currently registered)
- Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed
Nice To Haves
- ChFC, RICP (or willingness to obtain)
Responsibilities
- Meet with pre-qualified prospects in the field, many of whom are existing clients of Estate Planning services, and are interested in retirement and estate planning.
- 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
- No marketing costs
- Full back-office support
- Streamlined process with minimal paperwork
- Access to top carriers
- Potential for additional sales opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
