Designer

• 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
• 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
• 6-Figure Earning Potential without exhausting prospecting
• Exclusive appointments — no competing with other reps in your area
• Dedicated back-office team to streamline your workflow
• Access to premier products from top providers
• Control over your schedule but with a consistent flow of business
• The chance to make a real difference in clients’ retirement security

Designated Advisor, Series 65/ChFC

Job Level

About the role

Requirements