Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
About The Position
This role is designed for experienced Financial Advisors or Insurance Agents who enjoy client interaction but are seeking to eliminate the burdens of constant prospecting, seminar expenses, and excessive paperwork. The position focuses on annuities and retirement income strategies, offering pre-set appointments with qualified prospects. The advisor will educate clients on retirement income, annuities, and protection strategies, recommend suitable solutions from various providers, and build strong client relationships. An internal team provides support for appointment setting, case preparation, and paperwork management.
Requirements
- Active Health & Life insurance license (required).
- One of the following: Series 65; or Series 7 & 66.
- Experience recommending annuities and retirement income strategies compliantly.
- Proven success meeting clients in person and closing consultative, needs-based recommendations.
- Comfort using Zoom, Microsoft Teams, or similar virtual meeting platforms for client meetings.
- Experience serving pre-retirees and retirees and helping them achieve peace of mind.
- Willingness to travel within your state to meet clients.
- Eligible to work in the United States.
Responsibilities
- Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
- Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
- Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
- Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
- Build and maintain strong client relationships through thoughtful follow-up and ongoing service.
Benefits
- No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads—client acquisition is handled for you.
- Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
- Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.
- Help with “paper chasing”: From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.
- Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).
- Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
- No cold calling, no door-knocking, and no endless prospecting—spend your time where it counts: in meetings with ready-to-talk clients.
- Dedicated back-office and case management support to dramatically reduce non-revenue activities.
- Access to leading products and carriers to build truly client-centric retirement and income plans.
- Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
