Role OverviewJoin our elite team of financial advisors and enjoy a clear path to a six-figure income without burning out. As a Senior Market Financial Planner, you'll enjoy pre-set, qualified appointments, exclusive territory, and top-tier support. You'll have the flexibility to manage your own schedule with a consistent flow of business.
What You Will Do
As a Senior Market Financial Planner, you'll enjoy pre-set, qualified appointments (10-12 per week booked for you), exclusive territory, and top-tier support. You'll have the flexibility to manage your own schedule with a consistent flow of business.
Why It Might Be a Fit
We're looking for a driven, results-focused financial advisor or insurance agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being their own marketing department. You'll have 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
- Strong six-figure income potential
- Product freedom
- Flexibility
- Real, sustainable path to six-figure and above earnings
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