ChFC Or Series 65 Advisor Warm Leads Full Back Office Support Provided
Job Description
Job Description
Are you a driven Financial Advisor or Insurance Agent who wants to spend more time meeting with qualified clients and designing smart retirement strategies—and less time chasing leads and buried in paperwork? This opportunity is built for high-caliber professionals seeking strong six-figure potential without the cold-calling grind.
Why This Opportunity Stands Out
- No out-of-pocket marketing costs: All client acquisition is handled for you—no lead purchases, no advertising spend, and no seminar costs.
- Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning topics, not random cold leads.
- Full back-office support: A professional team assists with scheduling, case prep, applications, and follow-up so you can focus on client conversations and closing business.
- Exclusive, limited slots: Only a small number of Advisors are brought on per state, reducing internal competition and supporting long-term growth.
The Role
As an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:
- Conduct pre-set appointments (typically 10–12 per week) with qualified, pre-engaged prospects.
- Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
- Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
- Partner with an internal appointment setter and case manager who support your calendar, paperwork, and case flow.
- Build and maintain strong client relationships through follow-up and service, creating long-term value in your book of business.
What We’re Looking For
- Active Health & Life insurance license (required).
- One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
- Proven face-to-face sales success using a consultative, needs-based approach.
- Clean U4 (if currently registered).
- Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort using virtual meeting tools.
- Willingness to travel within your state to meet clients as needed.
- A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind.
What You Gain
- Strong six-figure income potential driven by a competitive commission structure and a steady flow of qualified appointments.
- No cold calling, no door-knocking, and no endless prospecting—your time is spent where it matters most: in meetings with ready-to-talk clients.
- Dedicated back-office and case management support that significantly reduces time spent on non-revenue activities.
- Access to leading products and carriers, enabling you to design truly client-centric retirement and income plans.
- Control over your schedule, backed by infrastructure and lead flow that make consistent production achievable.
If you are an accomplished, licensed financial professional ready to plug into a system designed for high performance, client impact, and real work–life balance, this could be your next step. Apply now to explore this opportunity and secure your spot before openings in your state are filled.