Administrative Skills, Annuities, Case Management, Consultative Sales, Customer Relations, Develop and Maintain Customers, Estate Planning, Financial Planning, Lead Generation, Marketing, Process Development, Sales, Sales Closing Skills, Sales Prospecting, Seminars, Series 65, Series 7, Software Design, Willing to Travel
Estate & Retirement Financial Advisor
Pre-Set Appointments | No Prospecting | $100K–$300K+ Potential
Tired 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.