Estate & Retirement Financial Advisor-150-300K+, Exclusive Pre-set Appointments,
About The Position
This is an outside advisor role focused on advising clients on retirement and estate planning solutions and closing business from pre-scheduled appointments. The advisor meets with clients in the field, such as at their homes or other pre-set locations, and through scheduled virtual appointments. Appointments target 10–12 per week, and no cold calling or prospecting is required. Many prospects are already clients of the company’s Estate Planning services. The advisor recommends annuity, insurance, and retirement income strategies based on client needs, including Roth conversions, and maintains client relationships. A dedicated Case Manager provides back-office support with case design, applications, and follow-up. The role is commission-based, with typical earnings stated as $150,000–$300,000 and top-producer potential above $300,000; actual income depends on closing skills and production. Additional sales opportunities may be available to advisors who want to expand their book of business.
Requirements
- Active Health & Life license.
- Series 65, Series 7 & 66, or a similar qualification; ChFC or RICP is a plus, or the candidate must be willing to obtain one.
- Familiarity with Roth conversions and retirement income planning.
- Proven sales experience using a consultative, needs-based approach.
- Clean U4 if currently registered.
- Reliable transportation and willingness to travel within the territory, including occasional overnight stays as needed.
Nice To Haves
- ChFC or RICP designation, or willingness to obtain one.
Responsibilities
- Meet with pre-qualified prospects through pre-scheduled field and virtual appointments.
- Recommend annuity, insurance, and retirement income strategies based on clients’ needs, including Roth conversions.
- Close business and maintain client relationships.
- Work alongside a dedicated Case Manager and Appointment Setter.
- Travel within the assigned territory to meet clients, with occasional overnight stays as needed.
Benefits
- Pre-set, qualified appointments targeting 10–12 per week, with no cold calling.
- No marketing costs; the company handles lead generation.
- Full back-office support, including a 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 to expand a book of business.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
