Estate & Retirement Financial Advisor Exclusive Pre-set Appointments

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.

• 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 —
• 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