Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments
Listed on 2026-09-12
-
Sales
Sales Consultant, Business Development, Outside / Field Sales, Sales Representative
Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ Potential
Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.
This is an
outside advisor
role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a
1099 independent contractor
.
- Pre-set, qualified appointments
— targeting 10–12 per week, no cold calling - No marketing costs
— we handle lead generation - Full back-office support
— a dedicated Case Manager handles case design, applications, and follow-up - Streamlined process
— minimal paperwork headaches - Access to top carriers
— annuity, insurance, and retirement income solutions - Room to grow
— potential for additional sales opportunities for advisors who want to expand their book of business
- Commission-based —
not a guaranteed salary - Typical earnings:$150K–$300K
- Top producers:$300K+
- Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
- Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
- Recommend annuity, insurance, and retirement income strategies based on client needs, including
Roth conversions - Close business and maintain client relationships
- Work alongside a dedicated Case Manager and Appointment Setter
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
- Familiarity with Roth conversions
and retirement income planning - Proven sales experience with a consultative, needs-based approach
- Clean U4 (if currently registered)
- Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed
If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting —.
This is a 1099 independent contractor position.
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