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About the Role
This opportunity is for experienced advisors who want to focus on closing business rather than prospecting. The company provides clients, appointments, and back-end support, allowing advisors to concentrate on advising and earning.
Responsibilities
- 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
- Series 65, Series 7 & 66, or similar (ChFC, etc.)
- Proven sales experience with a consultative approach
- Clean U4 (if applicable)
- Willing to travel within your state
Location
- Protected territory by state
- Willing to travel within your state
Work Type
- Commission-based
Experience Level
- Experienced Advisors
Salary/Compensations
- $100K–$300K+ Potential
- Typical earnings: $100K–$200K
- Top producers: $300K+
Benefits
- Pre-set, qualified appointments (10–12/week)
- No marketing costs — lead generation handled
- Full back-office support — case design, applications, follow-up handled
- Streamlined process — minimal paperwork headaches
- Access to top carriers + annuity and retirement solutions
About the Company
- We provide the clients, the appointments, and the back-end support.
- Consistent lead flow = consistent opportunity to produce