About the role

  • 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
  • Exclusive support team dedicated to your success

Job title

Financial Expert

Job type

Experience level

Mid levelSenior

Salary

$150,000 - $350,000 per year

Degree requirement

Professional Certificate

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job