Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 200-350K+

Financial Advisors: Stop Chasing Leads. Start Serving Clients.

Are you a driven,results‑focusedFinancial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being your own marketing department? If you hold an active Health & Life license and want a clear path tosix‑figureincome without burning out, this may be the opportunityyou’vebeen working toward.

Instead of cold calling, begging for referrals, or working your friends and family,you’llstep into a model designed to remove the biggest pain points in this business:

• No more spending most of your week prospecting instead of advising

• No more pressure to constantly “hunt” your natural market

• No more juggling marketing, admin, and case design alone

• No more inconsistent lead flow and unpredictable income

Why this is different

We’vebuilt a streamlined,high‑performancebusiness model that pairstop‑tieradvisors withpre‑engagedclients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, youmeet withclients who want guidance—no door knocking, no cold calling.

To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding.

The opportunity: Senior Market Financial Planner (Annuity Focus)

As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy:

• Pre‑set, qualified appointments– 10–12 per week booked for you

• Exclusive territory– You live in and represent your own state

• Top‑tiersupport– Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients

• Strongsix‑figureincome potential–Results‑drivencommission model that rewards production

• Product freedom– Access to a wide range ofhigh‑qualityproducts and carriers to build tailored retirement solutions

• Flexibility– You manage your own schedule with a consistent flow of business

Whatwe’relooking for

• Active Health & Life insurance license

• Series 65, or Series 7 & 66, orChFC

• Clean U4 record (if registered)

• Provenface‑to‑facesales success with a consultative,needs‑basedapproach

• Comfortable with basic tech (CRM,e‑applications, email, Microsoft Office)

• Willingness to travel within your state to meet with qualified clients

• A genuine passion for serving retirees and helping them securelong‑termpeace of mind

What you get

• 8–12+pre‑scheduledappointments per week with qualified, engaged prospects

• Dedicatedback‑officeteam to streamline your workflow and handle case management

• Consistent, predictable flow of opportunities without building your own marketing machine

• Control over your schedule with a platform built for closing and client impact

• Real, sustainable path tosix‑figureand above earnings

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