Estate & Retirement Financial Advisor-Exclusive Qualified Pre-Set Appt, 200-350K
About The Position
This role is for high-performing Financial Advisors who are tired of prospecting and want to focus on meeting with qualified clients. The company provides exclusive, pre-set appointments with members eager to discuss retirement and legacy planning. Advisors will spend their working hours in client engagements, closing deals, and earning income. The role requires travel within the state of application and a commitment to helping retirees build secure financial futures. The company offers comprehensive support, sales training, and professional development within an estate and retirement planning organization.
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, 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
- Commitment to helping retirees build secure, confident financial futures
- Licensed and reside in the state you're applying for
- Must not like prospecting
Nice To Haves
- Series 65, Series 7/66 combination, ChFC, or CFP
Responsibilities
- Meet with qualified clients for retirement and legacy planning.
- Share expertise and close deals.
- Travel within the state for client meetings.
- Build in-home face-to-face relationships with clients.
- Utilize provided annuity and retirement focus sales training.
Benefits
- 8–10 qualified appointments weekly
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance
- Unlimited earning potential
- Professional development
- Thriving referral pipeline from estate planning partners
- Complete administrative and appointment setting team
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients
- Independence and control
- Unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
