Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments

Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments 2.3 2.3 out of 5 stars Township of Hamilton, NJ Hybrid work $150,000 - $350,000 a year - Full-time United Placement Group 6 reviews $150,000 - $350,000 a year - Full-time 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, resultsfocused 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 sixfigure 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, highperformance business model that pairs toptier advisors with preengaged 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 guidanceno 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: Preset, qualified appointments - 10-12 per week booked for you Exclusive territory - You live in and represent your own state Toptier support - Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients Strong sixfigure income potential - Resultsdriven commission model that rewards production Product freedom - Access to a wide range of highquality 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 facetoface sales success with a consultative, needsbased approach Comfortable with basic tech (CRM, eapplications, email, Microsoft Office) Willingness to travel within your state to meet with qualified clients A genuine passion for serving retirees and helping them secure longterm peace of mind What you get 8-12+ prescheduled appointments per week with qualified, engaged prospects Dedicated backoffice 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 sixfigure and above earnings Your next move If you're a highperforming, SEClicensed financial professional who wants to spend more time advising and less time prospecting, we'd like to talk. to secure availability in your state and explore whether this exclusive model is the right next step for your practice.