Role OverviewJoin our elite 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 business model removes the biggest pain points in this business, allowing you to focus on clients and enjoy a strong six-figure income potential.
What You Will Do
As a Senior Market Financial Planner, you'll have 10-12 pre-set appointments per week with qualified, engaged prospects. You'll have a dedicated back-office team to streamline your workflow and handle case management, allowing you to focus on closing and client impact.
Why It Might Be a Fit
This opportunity is ideal for high-performing, SEC-licensed financial professionals who want to spend more time advising and less time prospecting. You'll have a real, sustainable path to six-figure and above earnings, and the flexibility to manage your own schedule with a consistent flow of business.
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
- A genuine passion for serving retirees and helping them secure long-term peace of mind
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
]]>