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
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