Role OverviewJoin our elite, exclusive team as a Senior Market Financial Planner focused on annuities and retirement income. You'll enjoy pre-set, qualified appointments, exclusive territory, and top-tier support. Our streamlined, high-performance business model pairs top-tier advisors with pre-engaged clients who are already thinking seriously about their financial and estate planning needs.
What You Will Do
As a Senior Market Financial Planner, you will 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 a driven, results-focused Financial Advisor or Insurance Agent who loves real planning conversations and wants a clear path to six-figure income without burning out. 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
- 8-12+ pre-scheduled appointments per week with qualified, engaged prospects
- 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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