Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-300K+
About The Position
This role is for a driven, results-focused Financial Advisor or Insurance Agent who is tired of lead generation and administrative tasks. The position offers a streamlined, high-performance business model where advisors are paired with pre-engaged clients who are seriously considering their financial and estate planning needs. Through a strategic partnership with an established estate planning organization, advisors will meet with clients seeking guidance, eliminating the need for cold calling or door knocking. The company is limiting the hiring to 1-2 advisors per state to ensure exclusivity and prevent advisor overcrowding.
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
- Willingness to travel within your state to meet with qualified clients
- A genuine passion for serving retirees and helping them secure long-term peace of mind
Responsibilities
- Meet with pre-engaged clients who want guidance on their financial and estate planning needs.
- Focus on annuities and retirement income planning.
- Travel within your state to meet with qualified clients.
- Utilize a consultative, needs-based sales approach.
- Manage your own schedule with a consistent flow of business.
Benefits
- Pre-set, qualified appointments (10-12 per week)
- Exclusive territory
- Dedicated appointment setter and case manager
- Strong six-figure income potential
- Access to a wide range of high-quality products and carriers
- Flexibility to manage your own schedule
- Dedicated back-office team to streamline workflow and handle case management
- Consistent, predictable flow of opportunities without building your own marketing machine
- Platform built for closing and client impact
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
