About the job
Elevate Your Career as a Financial Advisor – Join Our Distinguished Team! $150k-$350k+
We are seeking top-tier Financial Advisors who want to focus on qualified appointments instead of prospecting!
Tired of the relentless cycle of cold calling and chasing unqualified leads? If you're ready to engage directly with clients who are eager for your expertise, this opportunity is tailored just for you.
We handle the appointment setting, allowing you to dedicate your time to showcasing your knowledge, closing deals, and achieving outstanding income. If you possess your Series 65, Series 7/66 combination, ChFC, or CFP, this is your chance to take your career to the next level.
We deliver on the promise that most firms only make: fully qualified, pre-scheduled appointments with individuals ready to discuss their retirement and legacy planning. Forget the endless cold calls; focus on meaningful client relationships and significant earnings.
Applicants must be licensed and reside in the state of application (current focus: Pennsylvania). Some travel within the state will be required.
Why You Will Love This Role:
- 8–10 qualified appointments weekly, all pre-scheduled
- Unlimited territory with potential for expansion
- Dedicated support from an appointment setter and case manager
- Expert sales training focused on annuities and retirement with client-first products
- Achieve a work/life balance while enjoying unlimited earning potential
- Professional growth through a partnership with an innovative estate and retirement planning organization
What You Bring to the Table:
- Active Health & Life insurance license
- Series 65, Series 7/66 combination, ChFC, CFP, or equivalent certification
- Clean U4 record (if applicable)
- Proven track record of sales success in face-to-face settings
- Willingness to travel for client meetings
- Passion for helping retirees secure their financial futures
What Makes Us Unique:
- A robust referral pipeline from estate planning partners
- A full administrative team to manage appointments, letting you focus on sales
- Access to leading industry carriers and personalized product strategies
- A consistent influx of new, qualified clients — no chasing leads
- Independence and control without the burden of prospecting
Compensation and Rewards:
- Unlimited commission potential with incentives for top performers
- Flexible scheduling with continuous support
- An exclusive support team committed to your success
Take the Next Step:
If you're still interested in prospecting, this position isn't for you. But if you are ready to engage with pre-set appointments each week, apply today!

