Role OverviewJoin our elite team of financial advisors who don't prospect. We provide fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.
What You Will Do
You will spend every working hour in front of qualified clients instead of behind a phone or CRM. You will focus on sharing your expertise, closing deals, and earning exceptional income.
Why It Might Be a Fit
You will love this role if you have a strong track record of in-person sales success, a clean U4 record, and a commitment to helping retirees build secure, confident financial futures.
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record
- Strong track record of in-person sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
Benefits
- Unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
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