About the role

  • Financial Advisor focusing on qualified client meetings and closing deals. Enjoy uncapped commission potential with dedicated support for selling financial products.

Responsibilities

  • Unleash Your Potential as a Financial Advisor
  • Spend every working hour in front of qualified clients instead of behind a phone or CRM
  • Share your expertise, close deals, and earn exceptional income
  • Handle 8–10 qualified appointments weekly — pre-scheduled and ready to meet
  • Maintain an uncapped territory with opportunity to expand
  • Collaborate with a dedicated appointment setter and case manager
  • Engage in proven sales training with client-first product options
  • Achieve work/life balance with unlimited earning potential
  • Participate in professional development activities

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 Professional

Job type

Experience level

Mid levelSenior

Salary

$150,000 - $350,000 per year

Degree requirement

Professional Certificate

Location requirements

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