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About the Role

Secure Income Management is expanding its advisor-first platform across California, providing high-intent, pre-scheduled client appointments. In this role, you will meet with local clients who have established a living trust to review their estate plans and deliver "safe money" income protection solutions.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts.
• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities—to ensure wealth preservation.
• Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to consistently match the steady flow of pre-set company appointments.

Requirements

• Active Life Insurance Producer’s License (Required).
• 1–3+ years of experience in insurance sales, financial services, or related relationship-driven closing roles (Preferred).
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.
• High coachability and willingness to master a strict, proven educational presentation system.
• Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms.

Location

• On the road

Work Type

• Full-time
• Contract
• 1099 contract

Experience Level

• 1-3+ years

Salary/Compensations

• $150,000.00 - $500,000.00 per year

Benefits

• Pre-Scheduled Appointments: Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.
• World-Class Training: Comprehensive, company-paid training covering our proprietary estate preservation process and compliance.
• Full Back-Office Support: A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.
• Uncapped Earning Potential: High-performing commission splits supplemented by quarterly activity bonuses and incentive trips.

About the Company

• Secure Income Management, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across California.
• We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar.