Financial Advisor (Pre-Set Appointments, No Cold Calling)
About The Position
Alliance America is hiring a Financial Advisor to meet with existing clients through pre-set appointments and advise them on retirement income, annuities, estate planning, and protection strategies. The role focuses on advising rather than prospecting: there is no cold calling, door-knocking, lead buying, seminar hosting, or out-of-pocket marketing. Advisors typically receive 10–12 scheduled appointments per week, and a dedicated appointment setter and case manager support scheduling, paperwork, and case preparation. Advisors recommend solutions from a broad lineup of top-rated carriers, including senior market insurance products that can provide additional income. They build long-term client relationships through consistent follow-up and service. The position requires travel within the advisor’s state to meet clients, including visits to clients’ homes. Commissions are typically $100,000–$250,000 annually, with top producers earning $300,000 or more, and are typically paid within 15 days of submission.
Requirements
- Active Health & Life insurance license.
- Series 65, Series 7 & 66, or ChFC.
- At least 2 years of annuity sales experience.
- Proven face-to-face, consultative sales success.
- Clean U4 if currently registered.
- Comfort with Microsoft Office and virtual meeting tools.
- Willingness to travel within the state to meet clients.
Responsibilities
- Meet with existing clients at their homes to discuss retirement income, annuities, and protection strategies.
- Recommend solutions from a broad lineup of top-rated carriers, including senior market insurance products.
- Build long-term client relationships through consistent follow-up and service.
- Travel within the state to meet clients.
Benefits
- Pre-set appointments with existing clients, typically 10–12 per week.
- No lead buying, seminars, or out-of-pocket marketing costs.
- Dedicated appointment setter and case manager for scheduling, paperwork, and case preparation.
- Limited number of advisors per state, reducing internal competition and offering room to grow.
- Commissions typically $100,000–$250,000 annually, with top producers earning $300,000 or more.
- Commissions typically paid within 15 days of submission.
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
Education Level
No Education Listed
