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Job description
Retirement And Estate-Planning Advisor
Tired of chasing leads instead of closing them? This role hands you a full calendar of pre-qualified, pre-engaged retirement and estate-planning clients — so you can spend your time doing what you do best: advising, not prospecting.
Why Advisors Are Applying:
Zero marketing spend — no lead buying, no seminars, no advertising costs out of your pocket
10–12 pre-set appointments per week with clients who already want to talk about retirement income and annuities
Full back-office support — a dedicated appointment setter and case manager handle scheduling, paperwork, and case prep
Exclusive territory — limited advisor slots per state means less internal competition, more room to grow
Strong six-figure earning potential through a competitive commission structure
What You'll Do:
Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies
Recommend solutions from a broad lineup of top-rated carriers
Build long-term client relationships through consistent follow-up and service
Partner with an internal support team so your time stays focused on client-facing work
What You Need:
Active Health & Life insurance license (required)
Series 65, or Series 7 & 66, or a comparable designation (e.g., ChFC)
Proven face-to-face, consultative sales success
Clean U4 (if currently registered)
Comfortable with Microsoft Office and virtual meeting tools
Willingness to travel within your state to meet clients
No cold calling. No door-knocking. Just qualified appointments, expert support, and the infrastructure to build a real book of business. Apply today — state slots are limited and filling fast.
Worksite address
san marcos, TX, 78667, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.