Role OverviewJoin our elite, exclusive team as a Financial Advisor or Insurance Agent. You'll have pre-set appointments with clients who want guidance on their financial and estate planning needs. You'll have a clear path to a six-figure income without burning out.
What You Will Do
As a Senior Market Financial Planner, you'll enjoy pre-set, qualified appointments, exclusive territory, top-tier support, and a strong six-figure income potential. You'll have access to a wide range of high-quality products and carriers to build tailored retirement solutions.
Why It Might Be a Fit
We're looking for active Health & Life insurance license holders with a proven face-to-face sales success and a consultative, needs-based approach. You'll have a real, sustainable path to six-figure and above earnings, and a genuine passion for serving retirees and helping them secure long-term peace of mind.
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
- Exclusive territory
- Top-tier support
- Dedicated back-office team to streamline 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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