Estate & Retirement Financial Advisor -150-300K, +Exclusive Pre-set Appointments

Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K- 300K+ Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning. This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments. What You Get • Pre-set, qualified appointments — targeting 10–12 per week, no cold calling • No marketing costs — we handle lead generation • Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up • Streamlined process — minimal paperwork headaches • Access to top carriers — annuity, insurance, and retirement income solutions • Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business Income Potential • Commission-based — not a guaranteed salary • Typical earnings: $150K–$300K • Top producers: $300K+ • Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce What You'll Do • Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning • Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions • Close business and maintain client relationships • Work alongside a dedicated Case Manager and Appointment Setter Requirements • Active Health & Life license (required) • Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain) • Familiarity with Roth conversions and retirement income planning • Proven sales experience with a consultative, needs-based approach • Clean U4 (if currently registered) • Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now. This is a 1099 independent contractor position.