Estate & Retirement Financial Advisor
About The Position
This role is designed for experienced Financial Advisors or Insurance Agents who enjoy client interaction but are tired of constant prospecting, seminar expenses, and administrative tasks. The position focuses on removing these challenges, allowing advisors to concentrate on high-quality client work, significant income generation, and a better work-life balance. The role involves conducting pre-set appointments with qualified prospects interested in estate and retirement planning, educating clients on retirement income and annuity strategies, recommending suitable products, and building strong client relationships. Support is provided through a dedicated back-office team for case design, paperwork, and follow-up.
Requirements
- Active Health & Life insurance license (required).
- One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
- Proven face-to-face sales success using a consultative, needs-based approach.
- Clean U4 (if currently registered).
- Proficiency with Microsoft Office and comfort using virtual meeting tools.
- Willingness to travel within your state to meet with clients.
- A genuine passion for serving pre-retirees and retirees and helping them achieve clarity and peace of mind.
Responsibilities
- Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
- Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals and family legacy plans.
- Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
- Partner closely with an internal appointment setter and case manager who support your calendar, case preparation, paperwork, and follow-up from start to finish.
- Build and maintain strong client relationships through thoughtful follow-up, reviews, and ongoing service.
Benefits
- Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.
- No cold calling, no door-knocking, and no endless self-prospecting—spend your time where it counts: in meetings with ready-to-talk clients.
- Dedicated back-office and case management support to dramatically reduce non-revenue activities and paperwork.
- Access to leading products and carriers to build client-centric retirement, income, and estate strategies.
- Greater control over your schedule, supported by proven systems, infrastructure, and lead flow that make consistent production realistic.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
