Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting
About The Position
This is an outside advisor role for experienced advisors who want to focus on closing deals rather than prospecting. The company provides pre-qualified, pre-set appointments targeting 10-12 per week, eliminating the need for cold calling or marketing costs. Advisors will meet with clients in person (at their homes or other pre-set locations) or virtually. A dedicated Case Manager handles case design, applications, and follow-up, minimizing paperwork headaches. Advisors will have access to top carriers for annuity, insurance, and retirement income solutions. There is also potential for growth and expansion of the advisor's book of business.
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 the company's 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 (10-12 per week)
- No marketing costs (lead generation handled by company)
- Full back-office support (dedicated Case Manager for case design, applications, and follow-up)
- Streamlined process with minimal paperwork
- Access to top carriers for annuity, insurance, and retirement income solutions
- 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
