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About the Role

This role provides a full calendar of pre-qualified, pre-engaged retirement and estate-planning clients, allowing advisors to focus on client advising rather than prospecting. Advisors benefit from zero marketing spend, 10-12 pre-set appointments weekly, full back-office support, an exclusive territory, and strong six-figure earning potential.

Responsibilities

Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies.
Recommend solutions from a broad lineup of top-rated carriers.
Build long-term client relationships through consistent follow-up and service.
Partner with an internal support team to focus on client-facing work.

Requirements

Active Health & Life insurance license.
Series 65, or Series 7 & 66, or a comparable designation (e.g., ChFC).
Proven face-to-face, consultative sales success.
Clean U4 (if currently registered).
Comfortable with Microsoft Office and virtual meeting tools.
Willingness to travel within your state to meet clients.

Location

Within your state

Work Type

Full-time

Salary/Compensations

Strong six-figure earning potential

Benefits

Zero marketing spend
10-12 pre-set appointments per week
Full back-office support
Dedicated appointment setter and case manager
Exclusive territory