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 designed to remove those pain points so you can focus on high-quality client work and a better life balance.
Senior & Retirement Financial Advisor - Pre-Set Appointments, Full SupportThe roleAs a Senior & 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.
- 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 prep, and paperwork from start to finish.
- Build and maintain strong client relationships through thoughtful follow-up and ongoing service.
RequirementsWhat we're looking for- Active Health & Life insurance license (required).
- One of the following: Series 65; or Series 7 & 66.
- Experience recommending annuities and retirement income strategies compliantly.
- Proven success meeting clients in person and closing consultative, needs-based recommendations.
- Comfort using Zoom, Microsoft Teams, or similar virtual meeting platforms for client meetings.
- Experience serving pre-retirees and retirees and helping them achieve peace of mind.
- Willingness to travel within your state to meet clients.
- Eligible to work in the United States.
BenefitsWhy this opportunity stands out- No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads-client acquisition is handled for you.
- Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
- Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.
- Help with "paper chasing": From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.
- Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).
- Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
What you gain- No cold calling, no door-knocking, and no endless 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.
- Access to leading products and carriers to build truly client-centric retirement and income plans.
- Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.
