Financial Advisor Jobs

About The Position

Requirements

• Reside in the state for which the applicant applies and hold the required state licenses.
• Active Health and Life insurance license.
• Series 65, Series 7/66 combination, ChFC, CFP, or an equivalent qualifying credential.
• Clean U4 record, if applicable.
• Strong track record of in-person sales success.
• Ability to travel for client meetings within the state.
• Commitment to helping retirees build secure, confident financial futures.

Nice To Haves

• Experience with annuity and retirement-focused sales.
• A CFP or ChFC credential, or qualifying securities registration.

Responsibilities

• Meet with qualified clients at pre-set appointments, typically 8–10 appointments per week.
• Discuss retirement and legacy planning with clients and present relevant financial strategies and product options.
• Build relationships with clients through in-person, face-to-face meetings, including in-home appointments.
• Close sales and serve retirees seeking secure financial futures.
• Travel within the state where the advisor resides and applies.
• Coordinate with appointment setters, case managers, and estate planning partners as needed.

Benefits

• Unlimited commission potential and incentives for top performance.
• Flexible schedule and independence with ongoing support.
• Dedicated appointment-setting and case-management support.
• Professional development and sales training.
• Access to industry-leading carriers and customizable product strategies.
• Qualified, pre-scheduled client appointments.
• Administrative support that allows the advisor to focus on selling.
• Uncapped territory with potential to expand.