Series 65, Series 7 & 66, or similar (ChFC, RICP a plus)
Familiarity with Roth conversions and retirement income planning
Proven sales experience with a consultative, needs-based approach
Clean U4 if currently registered
Reliable transportation and willingness to travel to meet clients
Responsibilities
Meet with pre-qualified prospects in the field, many already clients of our Estate Planning services
Recommend annuity, insurance, and retirement income strategies based on client needs
Close business and maintain client relationships
Collaborate with a dedicated Case Manager and Appointment Setter
Focus on advising rather than prospecting
Utilize a streamlined process with minimal paperwork
Benefits
Pre-set, qualified appointments targeting 10-12 per week
No marketing costs; lead generation handled by the company
Full back-office support with a dedicated Case Manager
Access to top carriers for annuity, insurance, and retirement income solutions
Room for growth with additional sales opportunities
Full Job Description
Estate & Retirement Financial Advisor
Outside Advisor Pre-Set Appointments No Prospecting Commission-Based, $150K+ Potential
Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing - not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.
This is an outside advisor role: you'll meet with clients in the field - at their home or another pre-set location - as well as through pre-scheduled virtual appointments.
What You Get
Pre-set, qualified appointments - targeting 10-12 per week, no cold calling
No marketing costs - we handle lead generation
Full back-office support - a dedicated Case Manager handles case design, applications, and follow-up
Streamlined process - minimal paperwork headaches
Access to top carriers - annuity, insurance, and retirement income solutions
Room to grow - potential for additional sales opportunities for advisors who want to expand their book of business
Income Potential
Commission-based -
Typical earnings: $150K-$300K
Top producers: $300K+
Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
What You'll Do
Meet with pre-qualified prospects in the field - many already clients of our Estate Planning services - interested in retirement and estate planning
Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
Close business and maintain client relationships
Work alongside a dedicated Case Manager and Appointment Setter
Requirements
Active Health & Life license (required)
Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
Familiarity with Roth conversions and retirement income planning
Proven sales experience with a consultative, needs-based approach
Clean U4 (if currently registered)
Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed
If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production - not prospecting - apply now.
