Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting

Estate & Retirement Financial Advisor

Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $100K+ 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, as a 1099 independent contractor.

What You Get

• Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
• No marketing costs — we handle lead generation
• Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
• Streamlined process — minimal paperwork headaches
• Access to top carriers — annuity, insurance, and retirement income solutions
• Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business

Income Potential

• Commission-based — not a guaranteed salary
• Typical earnings: $100K–$200K
• Top producers: $300K+
• 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.

This is a 1099 independent contractor position.