Financial Advisors focusing on client engagements and qualified appointments without prospecting. Joining a dedicated support team for financial expertise and exceptional income opportunities.
Responsibilities
Unleash Your Potential as a Financial Advisor
Spend every working hour in front of qualified clients instead of behind a phone or CRM
Focus on sharing your expertise, closing deals, and earning exceptional income
Set appointments to discuss retirement and legacy planning
Collaborate with a dedicated appointment setter and case manager
Participate in professional development through alignment with an estate and retirement planning organization
Requirements
Active Health & Life insurance license
Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
Clean U4 record (if applicable)
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
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