Job Description
Job DescriptionEstate & Retirement Financial Advisor
Pre-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.
Why 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 prospects 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 stay in front of clients instead of buried in admin.
- Real help with “paper chasing”: From forms and requirements to carrier follow-ups, you have experienced support to keep cases moving without you getting stuck in the weeds.
- Opportunity for managed money: Expand and deepen your advisory practice with access to additional investment and managed money solutions (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, sustainable growth.
The role
As 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.