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Job description
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‑focused Financial 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 to six‑figure income without burning out, this may be the opportunity you’ve been working toward.
Instead of cold calling, begging for referrals, or working your friends and family, you’ll step 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’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, you meet with clients 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‑tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients
Strong six‑figure income potential – Results‑driven commission model that rewards production
Product freedom – Access to a wide range of high‑quality products and carriers to build tailored retirement solutions
Flexibility – You manage your own schedule with a consistent flow of business
What we’re looking for
Active Health & Life insurance license
Series 65, or Series 7 & 66, or ChFC
Clean U4 record (if registered)
Proven face‑to‑face sales success with a consultative, needs‑based approach
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 secure long‑term peace of mind
What you get
8–12+ pre‑scheduled appointments per week with qualified, engaged prospects
Dedicated back‑office team 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 to six‑figure and above earnings
Your next move
Ifyou’reahigh‑performing,SEC‑licensedfinancial professional who wants to spend more time advising and less time prospecting,we’dlike to talk. Apply now to secure availability in your state and explore whether this exclusive model is the right next step for your practice.
Worksite address
decatur, AL, 35609, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.