About the role

  • As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
  • Pre-Set, Qualified Appointments – 10–12 per week booked for you
  • Exclusive Territory – You must live in the state you represent
  • Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients and Selling!
  • Strong Six-Figure Income Potential – A lucrative commission model that rewards results
  • Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
  • Flexibility – Manage your own schedule for work/life balance

Requirements

  • Active Health & Life insurance license
  • Series 65, or Series 7/66 Combo, or ChFC
  • Clean U4 record (if registered)
  • Proven face-to-face sales success with a consultative, needs-based approach
  • Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Willing to travel within your state to meet qualified clients
  • Passion for serving retirees & helping them secure peace of mind

Benefits

  • 6-Figure Earning Potential without exhausting prospecting
  • Exclusive appointments—no competing with other reps in your area
  • Dedicated back-office team to streamline your workflow
  • Access to premier products from top providers
  • Control over your schedule but with a consistent flow of business
  • The chance to make a real difference in clients’ retirement security

Job title

Annuity Sales, Financial Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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