Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!200-350K+

Financial Advisors: Stop Chasing Leads. Start Serving Clients. 

Are you a driven, results‑focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being your own marketing department? If you hold an active Health & Life license and want a clear path to six‑figure income without burning out, this may be the opportunity you’ve been working toward. 

Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: 

• No more spending most of your week prospecting instead of advising 

• No more pressure to constantly “hunt” your natural market 

• No more juggling marketing, admin, and case design alone 

• No more inconsistent lead flow and unpredictable income 

Why this is different 

We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, you meet with clients who want guidance—no door knocking, no cold calling. 

To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding. 

The opportunity: Senior Market Financial Planner (Annuity Focus) 

As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy: 

• Pre‑set, qualified appointments – 10–12 per week booked for you 

• Exclusive territory – You live in and represent your own state 

• Top‑tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients 

• Strong six‑figure income potential – Results‑driven commission model that rewards production 

• Product freedom – Access to a wide range of high‑quality products and carriers to build tailored retirement solutions 

• Flexibility – You manage your own schedule with a consistent flow of business 

What we’re looking for 

• Active Health & Life insurance license 

• Series 65, or Series 7 & 66, or ChFC 

• Clean U4 record (if registered) 

• Proven face‑to‑face sales success with a consultative, needs‑based approach 

• Comfortable with basic tech (CRM, e‑applications, email, Microsoft Office) 

• Willingness to travel within your state to meet with qualified clients 

• A genuine passion for serving retirees and helping them secure long‑term peace of mind 

What you get 

• 8–12+ pre‑scheduled appointments per week with qualified, engaged prospects 

• Dedicated back‑office team to streamline your workflow and handle case management 

• Consistent, predictable flow of opportunities without building your own marketing machine 

• Control over your schedule with a platform built for closing and client impact 

• Real, sustainable path to six‑figure and above earnings 

Your next move 

If you’re a high‑performing, SEC‑licensed financial professional who wants to spend more time advising and less time prospecting, we’d like to talk. Apply now to secure availability in your state and explore whether this exclusive model is the right next step for your practice.