Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting
About The Position
This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. The company provides clients, pre-scheduled appointments, and back-end support. This is an outside advisor role where you'll meet with clients in the field (at their home or another pre-set location) as well as through pre-scheduled virtual appointments, as a 1099 independent contractor. You will meet with pre-qualified prospects, many of whom are already clients of the company's Estate Planning services, and who are interested in retirement and estate planning. You will recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions, close business, and maintain client relationships. You will work alongside a dedicated Case Manager and Appointment Setter.
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 a plus or willing to obtain
Responsibilities
- Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — 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 — targeting 10–12 per week, no cold calling
- No marketing costs — we handle lead generation
- Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
- Streamlined process — minimal paperwork headaches
- Access to top carriers — annuity, insurance, and retirement income solutions
- Room to grow — 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
