Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and a better life balance.

Senior & Retirement Financial Advisor – Pre-Set Appointments, Full Support

The role

As a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:

• Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
• Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
• Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
• Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
• Build and maintain strong client relationships through thoughtful follow-up and ongoing service.

Requirements

What we’re looking for

• Active Health & Life insurance license (required).
• One of the following: Series 65; or Series 7 & 66.
• Experience recommending annuities and retirement income strategies compliantly.
• Proven success meeting clients in person and closing consultative, needs-based recommendations.