Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appts
About The Position
The Estate & Retirement Financial Advisor meets with qualified, pre-scheduled clients to discuss retirement and legacy planning, share financial expertise, and close sales. The role includes approximately 8–10 qualified appointments each week, supported by an appointment setter, case manager, and administrative team. The advisor focuses on client engagements rather than prospecting, cold calling, or lead chasing, and has access to annuity and retirement sales training, industry-leading carriers, and customizable product strategies. The position requires an active Health & Life insurance license and a qualifying financial credential, residence in the state where applying, and travel within that state for in-person client meetings. Compensation is commission-based with unlimited potential and performance incentives.
Requirements
- Active Health & Life insurance license.
- Series 65, Series 7/66 combination, ChFC, CFP, or equivalent qualifying credential.
- Clean U4 record, if applicable.
- Strong track record of in-person sales success.
- Ability to travel for client meetings within the state.
- Must be licensed and reside in the state for which applying.
- Commitment to helping retirees build secure, confident financial futures.
Nice To Haves
- Experience with annuity and retirement-focused sales.
- Comfort with in-home, face-to-face relationship building.
Responsibilities
- Meet with qualified, pre-scheduled clients to discuss retirement and legacy planning.
- Share financial expertise and close sales.
- Travel within the state for in-person client meetings.
- Help retirees build secure, confident financial futures.
- Use available appointment-setting, case-management, and administrative support to focus on client meetings and sales.
Benefits
- Unlimited commission potential and incentives for top performance.
- Flexible schedule and independence with ongoing support.
- Dedicated appointment setter, case manager, and administrative support team.
- Qualified, pre-scheduled appointments, described as approximately 8–10 weekly.
- Professional development and sales training.
- Access to industry-leading carriers and customizable product strategies.
- Uncapped territory with potential to expand.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
