The opportunity: Senior Market Financial Planner (Annuity Focus)
As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy:
- Pre-set, qualified appointments - 10-12 per week booked for you
- Exclusive territory - You live in and represent your own state
- Top-tier support - Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients
- Strong six-figure income potential - Results-driven commission model that rewards production
- Product freedom - Access to a wide range of high-quality products and carriers to build tailored retirement solutions
- Flexibility - You manage your own schedule with a consistent flow of business
What we're looking for
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
- Willingness to travel within your state to meet with qualified clients
- A genuine passion for serving retirees and helping them secure long-term peace of mind
What you get
- 8-12+ pre-scheduled appointments per week with qualified, engaged prospects
- Dedicated back-office team to streamline your workflow and handle case management
- Consistent, predictable flow of opportunities without building your own marketing machine
- Control over your schedule with a platform built for closing and client impact
- Real, sustainable path to six-figure and above earnings
Your next move
If you're a high-performing, SEC-licensed financial professional who wants to spend more time advising and less time prospecting, we'd like to talk. Apply now to secure availability in your state and explore whether this exclusive model is the right next step for your practice.
