About the role

  • 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
  • Attend 8–10 qualified appointments weekly — pre-scheduled and ready to meet
  • Collaborate with a dedicated appointment setter and case manager
  • Gain access to industry-leading carriers and customizable product strategies
  • Develop a thriving referral pipeline from estate planning partners

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

Job title

Financial Professional

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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