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 tired of constant prospecting, seminar costs, and excessive paperwork. The position focuses on removing these pain points to allow advisors to concentrate on high-quality client work and achieve a better work-life balance. As a Senior & Retirement Financial Advisor specializing in annuities and retirement income strategies, you will conduct approximately 10-12 pre-set appointments weekly with qualified, engaged prospects. Your responsibilities include educating clients on retirement income, annuities, and protection strategies tailored to their long-term objectives, recommending suitable annuity and related solutions from a diverse range of top-rated providers, and collaborating with an internal team for appointment setting, case preparation, and comprehensive paperwork support. You will also be responsible for building and maintaining strong client relationships through attentive follow-up and continuous service.
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
- Pre-set, qualified appointments
- Full back-office & case management support
- Help with "paper chasing"
- Opportunity for managed money
- Limited, exclusive slots per state
- No cold calling, no door-knocking, and no endless prospecting
- Dedicated back-office and case management support
- Access to leading products and carriers
- Greater control over your schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
