Financial Advisors focusing on client engagements with a dedicated support team and uncapped income potential. Enjoying a work-life balance while aiding retirement and legacy planning efforts.
Responsibilities
Spend every working hour in front of qualified clients instead of behind a phone or CRM
Focus on sharing expertise, closing deals, and earning exceptional income
Attend 8–10 qualified appointments weekly — pre-scheduled and ready to meet
Work as part of a complete administrative and appointment setting team so you focus on selling
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
Uncapped territory with potential to expand
Comprehensive support from a dedicated appointment setter and case manager
Proven annuity and retirement focus sales training with client-first product options
Work/life balance with unlimited earning potential
Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
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