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Estate Retirement Financial Advisor Exclusive Pre

Date Posted: Sep 08, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Huntsville, Alabama, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Dec 07, 2026

Job Description

Overview

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,resultsfocusedFinancial 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 tosixfigureincome without burning out, this may be the opportunityyouvebeen working toward.Instead of cold calling, begging for referrals, or working your friends and family,youllstep into a model designed to remove the biggest pain points in this business:No more spending most of your week prospecting instead of advisingNo more pressure to constantly hunt your natural marketNo more juggling marketing, admin, and case design aloneNo more inconsistent lead flow and unpredictable incomeWhy this is differentWevebuilt a streamlined,highperformancebusiness model that pairstoptieradvisors withpreengagedclients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, youmeet withclients who want guidanceno door knocking, no cold calling.To protect opportunity and territories, we are only bringing on 12 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 1012 per week booked for youExclusive territory You live in and represent your own stateToptiersupport Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clientsStrongsixfigureincome potentialResultsdrivencommission model that rewards productionProduct freedom Access to a wide range ofhighqualityproducts and carriers to build tailored retirement solutionsFlexibility You manage your own schedule with a consistent flow of businessWhatwerelooking forActive Health & Life insurance licenseSeries 65, or Series 7 & 66, orChFCClean U4 record (if registered)Provenfacetofacesales success with a consultative,needsbasedapproachComfortable with basic tech (CRM,eapplications, email, Microsoft Office)Willingness to travel within your state to meet with qualified clientsA genuine passion for serving retirees and helping them securelongtermpeace of mindWhat you get812+prescheduledappointments per week with qualified, engaged prospectsDedicatedbackofficeteam to streamline your workflow and handle case managementConsistent, predictable flow of opportunities without building your own marketing machineControl over your schedule with a platform built for closing and client impactReal, sustainable path tosixfigureand above earningsYour next moveIfyoureahighperforming,SEClicensedfinancial professional who wants to spend more time advising and less time prospecting,wedlike to talk. Apply now to secure availability in your state and explore whether this exclusive model is the right next step for your practice.

Key responsibilities

Not specified in the original listing.

Required skills

  • Accounting

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Huntsville, Alabama, United States of America

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