Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appt
About The Position
The Financial Advisor works with qualified clients on retirement and legacy planning, focusing on in-person sales and client relationships rather than prospecting. The organization supplies 8–10 qualified, pre-scheduled appointments each week, along with appointment-setting and case-management support. Advisors receive sales training focused on annuities and retirement planning and access to industry-leading carriers and customizable product strategies. The role offers an uncapped territory, a flexible schedule, independence, and unlimited commission potential. Applicants must be licensed and reside in the state for which they apply; travel within that state is required.
Requirements
- Active Health & Life insurance license.
- Series 65, Series 7/66 combination, ChFC, CFP, or equivalent qualifying credential.
- Clean U4 record, if applicable.
- Strong track record of in-person sales success.
- Ability to travel for client meetings within the state of residence.
- Must be licensed and reside in the state for which applying.
- Commitment to helping retirees build secure, confident financial futures.
Responsibilities
- Meet with qualified clients at pre-scheduled appointments to discuss retirement and legacy planning.
- Build in-person relationships with clients and present suitable financial product strategies.
- Close sales and help retirees build secure, confident financial futures.
- Travel within the state of residence for client meetings.
Benefits
- Unlimited commission potential and incentives for top performance.
- Flexible schedule and independence with ongoing support.
- Dedicated appointment setter and case manager.
- Professional development and sales training.
- Administrative and appointment-setting team support.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
