Financial Advisor Estate & Retirement
Overview
Lead closed‑end appointments without prospecting. Own client relationships and earn commission‑based income. Provide retirement and estate planning advice using top carriers and annuity solutions.
What You'll Do7
- 1Meet with pre‑qualified prospects interested in retirement and estate planning
- 2Recommend annuity and income strategies based on client needs
- 3Close business and maintain client relationships
- 4Work alongside a dedicated case manager and appointment setter
- 5Ship and manage full back‑office processes including applications and follow‑up
- 6Streamline documentation to reduce paperwork headaches
- 7Drive consistent lead flow to generate opportunities
Requirements5
- 1Active Health & Life license (required)
- 2Series 65 Series 7 & 66 or similar (ChFC, etc.)
- 3Proven sales experience with consultative approach
- 4Clean U4 if applicable
- 5Willingness to travel within your state
Salary Insight
Salary not disclosed in listing
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