Financial Advisor

Are you a driven Financial Advisor looking to elevate your career? Join our growing team where you'll have the unique opportunity to focus solely on advising clients, without the hassle of marketing, HR, and technology management.

We provide 5-8 pre-set, high-quality appointments per week directly on your business calendar. These are actual appointments, not just leads.

We are an Inc. 5000 award recipient for one of the fastest growing private companies in the US, and we are excited to keep growing with the addition of quality advisors in our network.

Our leadership has produced over $4 billion in annuity sales through expert marketing and advanced sales training over the last two decades.

What We Offer :

• Pre-set Appointments : 5-8 appointments weekly with pre-retirees and retirees aged 59 1 / 2 to 77.
• Comprehensive Training : Proven training and a success roadmap that has doubled our advisors' businesses.
• Supportive Environment : Our tech is built by advisors for advisors, taking the guesswork out of the process.
• Ongoing Development* Quarterly mastermind workshops focused on increasing sales.
• High Earnings Potential : Earn $150,000 to $350,000 per year, with top advisors making over $500,000.
• Independent Role : Focus on advising, without the burden of marketing, HR, and tech duties.
• Back Office support in Case Design (Not just illustrations but also case design on how to get the sale), New Business Support, Marketing, and more.

Responsibilities :

• Meet with clients in their homes to provide financial advice and retirement planning.
• Help clients achieve their retirement goals through effective financial strategies.
• Participate in ongoing training and workshops to enhance sales techniques and product knowledge.
• Stay committed to a schedule of 5-8 appointments per week.

Qualifications :

• Active Life and Health Producer License (Required).
• Series 65 or 66 Securities License (Preferred, but not required).
• Minimum of 2 years of experience selling annuities.
• High energy and willingness to travel for in-home appointments.
• Strong commitment to professional development and coachability.

Benefits :

• Optional Group Health Insurance
• Optional Group Dental
• Optional Group Vision

Workdays

• Monday through Friday
• Saturdays Optional
• No Sundays

Why Join Us?

Our goal is to empower financial advisors to focus on what they do best : advising clients. We handle the marketing, systems, and processes to ensure you have the tools and support to succeed.

Our advisors are not only making significant incomes but are also part of a community dedicated to continuous improvement and client satisfaction.

If you are an independent advisor or looking to become more independent instead of being captive, and you're ready to work hard and make a substantial income, apply today to join our team.

How to Apply :

Submit your resume and cover letter detailing your qualifications and why you are the perfect fit for this role.

Job Types : Full-time, Contract

Pay : $100,000.00 - $1,000,000.00 per year

Benefits :

• Dental insurance
• Flexible schedule
• Health insurance
• Referral program
• Vision insurance

Experience :

Annuity : 2 years (Preferred)

License / Certification :

Insurance Producer License (Required)

Location :

• California (Required)
• Work Location : On the road
4 hours ago