Financial Professionals -Goodbye to Prospecting - Qualified Appts -150k-300k+
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!150-350K+
Now Hiring: High-Performing Financial Advisors Who Don’t Prospect !
Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you.
We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income.
If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.
You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required.
Why You’ll Love This Role
- 8–10 qualified appointments weekly —Qualified, pre-scheduled and ready to meet
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
What You Bring
- 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
What Sets Us Apart
- Thriving referral pipeline from estate planning partners
- A complete administrative and appointment setting team so you focus on selling
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients — not prospects to chase
- Independence and control, without the grind of prospecting
Compensation and Rewards
- unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
Take the Next Step
If you like prospecting, then move on, this is not for you.
But if you’re done prospecting and ready to work qualified appointments — set for you every week — apply today.
If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment.
APPLY NOW to claim your state’s opening and join a high-performance advisor network that delivers real opportunity and results.
Recommended Jobs
MO416- Power Platform developer 64265
~100% Remote. ~ Our direct client has an opening for a Power Platform developer 64265 ~ This position is for up to 12 months with the option of extension and is in Hartford, CT ~ We can work W2 o…
Class A Steady Hours and Hourly Pay - Fuel Hauler - Home Daily Job
Class A Steady Hours and Hourly Pay - Fuel Hauler - Home Daily Job BRT, Inc. is a family-owned carrier, currently seeking LOCAL Full-Time Tank Truck Drivers for liquid bulk deliveries based out of t…
Bartender
Job Title: Bartender – Jade Rabbit Speakeasy Hidden beneath Maison Lotus, Jade Rabbit is the Main Line’s first speakeasy—a cocktail destination where mixology is the show. Inspired by the ancient …
Hardscape Crew Leader
Join a dedicated team committed to delivering high-quality hardscape projects. As a Hardscape Crew Leader, you will oversee and participate in the installation of patios, walkways, retaining walls, a…
Senior Estimator
Top General Contractor with over 50 years of local construction experience This Jobot Job is hosted by: Logan Ridge Are you a fit? Easy Apply now by clicking the "Apply" button and sending us y…
General Automotive Technician
As a General Automotive Technician you will be called upon to service a broad range of vehicle repair issues and for quickly identifying the cause of performance problems. Position Responsibilitie…
Sr. Rep Human Resources, Employee Data Processing
About Day And Zimmermann When you’ve been around for more than a century, you know a thing or two! At Day & Zimmermann, we take our lifetime of experience and make things better! Our 37,000+ emplo…
Accounting Assistant Downtown Pittsburgh
Benefits: Flexible schedule Opportunity for advancement Training & development We are seeking a Part-Time Accounting Assistant to join our accounting team in Downtown Pittsburgh…
Route Delivery Driver
About Us: Feeser’s Food Distributors is a family-owned company in Harrisburg, PA . We deliver high-quality food to customers across PA, DE, NJ, MD, VA, and WV. Position Overview: We’re hiring …
Office Operations Administrator Assistant
Job Title: Office Operations Administrator AssistantJob Description This role entails performing basic to general administrative functions to support office leadership and staff, ensuring the s…