Estate & Retirement Financial Advisor (1099 – Commission Only)
Pre-Qualified Appointments | High Production Opportunity | No Prospecting

This opportunity is built for experienced, high-performing Financial Advisors who want to focus on production without the burden of lead generation or administrative work.

You will meet with pre-qualified clients who have requested retirement and estate planning guidance, supported by a full-service team handling scheduling, case management, and processing.

What You Get

• Consistent flow of pre-set, qualified appointments (no cold calling)
• No out-of-pocket marketing or lead generation costs
• Full front- and back-office support (case design, applications, follow-up)
• Streamlined process designed to help reduce time from application to commission payment (timelines vary)
• Access to multiple top carriers and retirement solutions
• Initial and ongoing sales training designed to support performance and help maximize results
• Limited advisor availability by territory

What You’ll Do

• Meet with clients actively seeking retirement and estate planning solutions
• Provide recommendations using annuity and insurance-based strategies
• Manage cases with support from internal operations team
• Focus on client relationships and production

Compensation

• 1099 independent contractor
• Commission-only structure (no base salary)
• Earnings vary based on production and activity level
• Opportunity for high income potential; no guaranteed earnings

Requirements

• Active Life & Health license (required)
• One of the following required: Series 65, Series 66 & Series 7 combination, or ChFC designation
• Proven success in financial services, insurance, or consultative sales
• Strong closing and client relationship skills
• Ability to manage schedule and travel within territory
• Clean regulatory background (if applicable)

We are hiring a limited number of licensed Financial Advisors in select territories. If you are ready to work with pre-qualified appointments, full operational support, and a streamlined process designed to help improve efficiency from application to commission payment, apply today to be considered. Candidates with strong production backgrounds and the required licensing will be prioritized for review.