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.
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