Role OverviewJoin our elite, exclusive team as a Financial Advisor and serve clients with a clear path to a six-figure income without burning out. You'll have pre-set, qualified appointments and a streamlined business model that removes the biggest pain points in this business.
What You Will Do
As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy pre-set, qualified appointments, exclusive territory, top-tier support, and strong six-figure income potential.
Why It Might Be a Fit
We're looking for a driven, results-focused Financial Advisor or Insurance Agent with a proven face-to-face sales success and a genuine passion for serving retirees. You'll have a real, sustainable path to six-figure and above earnings.
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
- Willingness to travel within your state to meet with qualified clients
Benefits
- Pre-set, qualified appointments
- Dedicated back-office team to streamline your workflow and handle case management
- Consistent, predictable flow of opportunities without building your own marketing machine
- Control over your schedule with a platform built for closing and client impact
- Real, sustainable path to six-figure and above earnings
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