Estate & Retirement Financial AdvisorOutside Advisor Pre-Set Appointments No Prospecting Commission-Based, $150K+ PotentialTired 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.
