Unleash Your Potential as a Financial Advisor

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.​