Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appts
About The Position
This role is for high-performing Financial Advisors who are looking for an opportunity to focus on client engagements and sales without the burden of prospecting. The company provides fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. Advisors will spend their working hours in front of clients, sharing expertise, closing deals, and earning exceptional income. The position requires travel within the state of application and offers a work/life balance with unlimited earning potential and professional development through alignment with 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, 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
- Focus on sharing expertise, closing deals, and earning exceptional income.
- Meet with qualified clients for retirement and legacy planning discussions.
- 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 with unlimited earning potential
- Professional development
- Unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
- Access to industry-leading carriers and customizable product strategies
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
