Estate & Retirement Financial AdvisorPre-Set Appointments - Full Support - Strong Six-Figure Potential
Are you an experienced Financial Advisor or Insurance Agent who loves working with clients-but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is intentionally built to remove those pain points so you can focus on high-quality client work, strong income, and better life balance.
The roleAs an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:
- 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 and family legacy plans.
- 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 preparation, paperwork, and follow-up from start to finish.
- Build and maintain strong client relationships through thoughtful follow-up, reviews, and ongoing service.
What we're looking for- Active Health & Life insurance license (required).
- One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
- Proven face-to-face sales success using a consultative, needs-based approach.
- Clean U4 (if currently registered).
- Proficiency with Microsoft Office and comfort using virtual meeting tools.
- Willingness to travel within your state to meet with clients.
- A genuine passion for serving pre-retirees and retirees and helping them achieve clarity and peace of mind.
What you gain- Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.
- No cold calling, no door-knocking, and no endless self-prospecting-spend your time where it counts: in meetings with ready-to-talk clients.
- Dedicated back-office and case management support to dramatically reduce non-revenue activities and paperwork.
- Access to leading products and carriers to build client-centric retirement, income, and estate strategies.
- Greater control over your schedule, supported by proven systems, infrastructure, and lead flow that make consistent production realistic.
If you're a high-caliber, licensed financial professional ready to plug into a system designed to ease your biggest pain points-marketing, prospecting, and paperwork-while maximizing your impact and income, this could be your next step. Apply now to explore the opportunity and secure your spot before remaining openings in your state are filled.
