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
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.
Requirements
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