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About the Role
This opportunity is built for experienced, high-performing Financial Advisors who want to focus on production without the burden of lead generation or administrative work. You will meet with pre-qualified clients who have requested retirement and estate planning guidance, supported by a full-service team handling scheduling, case management, and processing.
Responsibilities
- Meet with clients actively seeking retirement and estate planning solutions
- Provide recommendations using annuity and insurance-based strategies
- Manage cases with support from internal operations team
- Focus on client relationships and production
Requirements
- Active Life & Health license
- Series 65, Series 66 & Series 7 combination, or ChFC designation
- Proven success in financial services, insurance, or consultative sales
- Strong closing and client relationship skills
- Ability to manage schedule and travel within territory
- Clean regulatory background (if applicable)
Skills
- Financial planning
- Estate planning
- Annuity strategies
- Insurance-based strategies
- Sales
- Client relationship management
- Consultative sales
Location
- Select territories
Work Type
- 1099 independent contractor
- Commission Only
Experience Level
- Experienced
- High-performing
Salary/Compensations
- Commission-only structure
- Earnings vary based on production and activity level
- Opportunity for high income potential; no guaranteed earnings
Benefits
- Consistent flow of pre-set, qualified appointments
- No out-of-pocket marketing or lead generation costs
- Full front- and back-office support (case design, applications, follow-up)
- Streamlined process designed to help reduce time from application to commission payment
- Access to multiple top carriers and retirement solutions
- Initial and ongoing sales training
About the Company
- Limited advisor availability by territory