Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment
About The Position
Estate & Retirement Financial Advisor with pre-set appointments and no prospecting required. This opportunity is designed for experienced Advisors who want to focus on closing business rather than lead generation. The company provides clients, appointments, and comprehensive back-end support, including case design and application processing. Advisors will work within a protected territory and have access to top carriers and retirement solutions. The role involves meeting with pre-qualified prospects, recommending annuity and income strategies, and closing business, while collaborating with a dedicated case manager and appointment setter.
Requirements
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, etc.)
- Proven sales experience (consultative approach)
- Clean U4 (if applicable)
- Willing to travel within your state
Responsibilities
- Meet with pre-qualified prospects interested in retirement and estate planning
- Recommend annuity and income strategies based on client needs
- Close business and maintain client relationships
- Work alongside a dedicated case manager and appointment setter
Benefits
- Pre-set, qualified appointments (10–12/week)
- No marketing costs — lead generation handled
- Full back-office support — case design, applications, follow-up handled
- Streamlined process — minimal paperwork headaches
- Protected territory — limited advisors per state
- Access to top carriers + annuity and retirement solutions
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
