Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting

Estate & Retirement Financial Advisor

Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $100K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.

What You Get

• Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
• No marketing costs — we handle lead generation
• Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
• Streamlined process — minimal paperwork headaches
• Access to top carriers — annuity, insurance, and retirement income solutions
• Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business

Income Potential

• Commission-based — not a guaranteed salary
• Typical earnings: $100K–$200K
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