Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-300K+
About The Position
This role is for a driven, results-focused Financial Advisor or Insurance Agent who is tired of lead generation and administrative tasks. The position offers a streamlined, high-performance business model that pairs advisors with pre-engaged clients who are seriously considering their financial and estate planning needs. Through a strategic partnership with an established estate planning organization, advisors will meet with clients who want guidance, eliminating the need for door knocking or cold calling. The company is bringing on only 1-2 advisors per state to ensure exclusivity and prevent advisor overcrowding.
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
- Willingness to travel within your state to meet with qualified clients
- A genuine passion for serving retirees and helping them secure long-term peace of mind
Responsibilities
- Meet with pre-engaged clients who want guidance on financial and estate planning needs.
- Focus on annuities and retirement income planning.
- Travel within your state to meet with qualified clients.
- Utilize a consultative, needs-based approach in sales.
- Manage your own schedule with a consistent flow of business.
Benefits
- Pre-set, qualified appointments – 10–12 per week booked for you
- Exclusive territory – You live in and represent your own state
- Top-tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork
- Strong six-figure income potential – Results-driven commission model that rewards production
- Product freedom – Access to a wide range of high-quality products and carriers
- Flexibility – You manage your own schedule
- Dedicated back-office team to streamline your workflow and handle case management
- Consistent, predictable flow of opportunities without building your own marketing machine
- Control over your schedule with a platform built for closing and client impact
- Real, sustainable path to six-figure and above earnings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
