Estate & Retirement Financial Advisor -Exclusive Qualified Pre-Set Appt , 200K+
About The Position
This role is for high-performing Financial Advisors who are tired of prospecting and want to focus on meeting with qualified clients. The company provides exclusive, pre-set appointments with members eager to discuss retirement and legacy planning. Advisors will spend their working hours in front of clients, closing deals, and earning exceptional income. The position requires travel within the state of application and offers a proven annuity and retirement focus sales training with client-first product options. It also provides professional development through alignment with an estate and retirement planning organization.
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, 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
- Reside in the state you're applying for
Nice To Haves
- If you like prospecting, then move on, this is not for you.
Responsibilities
- Meet with qualified clients for retirement and legacy planning.
- Close deals and earn income.
- Travel within your state for client meetings.
- Build secure, confident financial futures for retirees.
Benefits
- 8–10 qualified appointments weekly
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development
- Thriving referral pipeline from estate planning partners
- A complete administrative and appointment setting team
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients
- Independence and control
- Unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
