About the role

  • Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
  • Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? ( Series 65 or Equivalent)
  • Do you hold an active Health & Life license and the ambition to reach six-figure+ income levels—without grinding for leads?
  • We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
  • As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
  • Pre-Set, Qualified Appointments – 8-10+ per week booked for you and Qualified.
  • Exclusive Territory – You must be licensed and live in the State you represent
  • Top-Tier Support – A Dedicated Experienced appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients.
  • Strong Six-Figure Income Potential – A lucrative commission model that rewards results quickly.
  • 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 - Enjoy Life while working Smarter.

Requirements

  • Active Health & Life insurance license
  • Series 65, or Series 7 & 66, 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

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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