Unleash Your Potential as a Financial Advisor
Are you a driven Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning—and an active Health & Life license? This role offers a path to strong six-figure income potential, without the grind of constant prospecting or cold calling.
Why this role stands out
- Pre-engaged, retirement-focused clients through a strategic partnership with an estate planning sister organization
- No territory overcrowding: only 1–2 Advisors per state, and you must live in the state you represent
- A streamlined model where you focus on advice and closing, not chasing leads
The opportunity
As a Senior Market Financial Planner focused on annuities, you will:
- Conduct 10–12 pre-set, qualified appointments per week
- Serve an exclusive territory within your state
- Work with an appointment setter and case manager who handle scheduling, planning, and paperwork
- Earn via a lucrative commission structure with strong six-figure potential
- Access a broad range of quality products to build tailored retirement income strategies
- Manage your own schedule and maintain work/life balance
Ideal candidate profile
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Documented face-to-face sales success using a consultative, needs-based approach
- Proficient with Microsoft Outlook, Word, Excel, and PowerPoint
- Willing to travel within your state to meet qualified clients
- Genuine passion for serving retirees and protecting their retirement security
What you gain
- Six-figure earning potential without exhaustive prospecting
- Exclusive, qualified appointments with no internal competition in your area
- A dedicated back-office team to streamline your workflow
- Access to premier annuity and retirement solutions from top providers
- Control over your schedule with a consistent flow of business
- The opportunity to make a meaningful impact on clients’ long-term financial peace of mind
If you are a high-performing, SEC-licensed financial professional ready to plug into a proven, high-performance system built for closing and client impact, we want to hear from you. Apply now to secure your spot in your state—before it’s gone.
