Estate & Retirement Financial AdvisorPre-Set Appointments No Prospecting $100K-$300K+ 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 appointments, and the back-end support. You focus on advising and earning.
What You Get- Pre-set, qualified appointments (10-12/week) - no cold calling
- No marketing costs - we handle lead generation
- Full back-office support - case design, applications, follow-up handled for you
- Streamlined process - minimal paperwork headaches
- Protected territory - limited advisors per state
- Access to top carriers + annuity and retirement solutions
Income Potential- Commission-based
- Typical earnings: $100K-$200K
- Top producers: $300K+
- Consistent lead flow = consistent opportunity to produce
What You'll Do- Meet with pre-qualified prospects interested in retirement and estate planning
- Recommend annuity and income strategies based on client needs
- 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, etc.)
- Proven sales experience (consultative approach)
- Clean U4 (if applicable)
- Willing to travel within your state
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.
Limited openings available by state. 
