About this role
Estate & Retirement Financial Advisor
Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K-300K+ 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.
What You Get
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Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
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No marketing costs — we handle lead generation
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Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
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Streamlined process — minimal paperwork headaches
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Access to top carriers — annuity, insurance, and retirement income solutions
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Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business Income Potential
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Commission-based —
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Typical earnings: $150K–$300K
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Top producers: $300K+
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Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
What You'll Do
- 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
Requirements
- 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 — apply now.