Financial Advisor - Pre-Set Appointments, No Marketing or Paper Chasing

Financial Advisor – Established Clients, No Prospecting

Are you a licensed Financial Advisor or planner who loves serving clients but is tired of grinding for leads, chasing paperwork, and doing your own marketing? This role lets you focus on what you do best: advising clients and building high-quality retirement plans.

We partner with an established estate planning organization that connects you with pre-engaged clients who are already thinking seriously about their financial future. You step into a warm, advisor-centric environment with pre-set appointments and full back-office support.

What You’ll Do

• Meet with pre-scheduled clients (no cold calling or self-generated marketing)
• Conduct needs-based retirement and income planning conversations
• Recommend suitable annuity and related solutions aligned with client goals
• Collaborate with an internal case manager to ensure smooth implementation
• Maintain a professional, consultative approach that builds long-term trust

What Makes This Different

• 10–12 qualified appointments per week, set for you
• No marketing, no lead generation, no “paper chasing” admin
• Exclusive territory within your state (limited advisor slots per state)
• High six-figure income potential with a results-driven commission model
• Access to a broad range of competitive products and carriers

What We’re Looking For

• Active Series 65, or Series 7 & 66, or ChFC
• Proven track record in face-to-face, consultative sales
• Strong communication and relationship-building skills
• Comfortable with basic tech tools (CRM, electronic applications, email, Office)
• Willingness to travel within your state to meet with scheduled clients
• Commitment to doing what’s best for clients and their long-term outcomes

What You Get

• Pre-set appointments with established, qualified clients
• Dedicated appointment setting and case management support
• Consistent flow of business without building a marketing machine
• Flexible schedule with control over how you structure your week
• Real opportunity to reach and sustain six-figure earnings

If you’re a high-performing, SEC-licensed financial professional ready to spend more time advising and less time prospecting, we’d like to talk.

Apply now to explore this opportunity and secure availability in your state.