Financial Advisor role focused on working with qualified clients, closing deals without prospecting. Collaborating with case management and gaining access to industry-leading carriers.
Responsibilities
Spend every working hour in front of qualified clients instead of behind a phone or CRM
Focus on sharing your expertise, closing deals, and earning exceptional income
Attend 8–10 qualified appointments weekly — pre-scheduled and ready to meet
Collaborate with a dedicated appointment setter and case manager
Gain access to industry-leading carriers and customizable product strategies
Develop a thriving referral pipeline from estate planning partners
Requirements
Active Health & Life insurance license
Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
Clean U4 record (if applicable)
Strong track record of in-person, sales success
Ability to travel for client meetings
Commitment to helping retirees build secure, confident financial futures
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