Senior Market Financial Planner | Streamlined, High-Performance Business Model

🚀 Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 💼💰

Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning?
Do you hold an active Health & Life license and the ambition to reach six-figure income levels—without grinding for leads?
If so, this is the game-changing opportunity you’ve been waiting for.

🌟 Why This Is Different — And Better

We’re not just offering you a job.
We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.

Through our strategic partnership with our estate planning sister organization, you’ll meet with clients already thinking about their financial future... clients who want to hear from you.
And we’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.

💼 The Opportunity

As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:

• Pre-Set, Qualified Appointments – 10–12 per week booked for you
• Exclusive Territory – You must live in the state you represent
• Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients
• Strong Six-Figure Income Potential – A lucrative commission model that rewards results
• Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
• Flexibility – Manage your own schedule for work/life balance

🏆 What We’re Looking For

• Active Health & Life insurance license
• Series 65, or Series 7 & 66, or ChFC 
• Clean U4 record (if registered)
• Proven face-to-face sales success with a consultative, needs-based approach
• Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Willing to travel within your state to meet qualified clients
• Passion for serving retirees & helping them secure peace of mind

💎 Benefits at a Glance

✅ 6-Figure Earning Potential without exhausting prospecting
✅ Exclusive appointments—no competing with other reps in your area
✅ Dedicated back-office team to streamline your workflow
✅ Access to premier products from top providers
✅ Control over your schedule but with a consistent flow of business
✅ The chance to make a real difference in clients’ retirement security

📢 Your Next Move

If you’re a high-performing, SEC-licensed financial professional ready to take your career to new heights with a system built for closing and client impact,
APPLY NOW to secure your spot in your state before it’s gone.

This is more than a career — it’s the future you’ve been working toward.