Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments
About The Position
This role is for a driven, results-focused Financial Advisor or Insurance Agent who is tired of lead generation, paperwork, and marketing. The position offers a model designed to remove common pain points by providing 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 door knocking or cold calling. 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-set, qualified appointments (10-12 per week) to discuss financial and estate planning needs.
- Focus on annuities and retirement income planning.
- Represent your assigned state exclusively.
- Utilize a wide range of products and carriers to build tailored retirement solutions.
- Manage your own schedule with a consistent flow of business.
- Travel within your state to meet with qualified clients.
Benefits
- Pre-set, qualified appointments
- 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
- Consistent, predictable flow of opportunities
- Platform built for closing and client impact
- Real, sustainable path to six-figure and above earnings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
