Lead Generation

• Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!\n• Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning?\n• Do you hold an active Health & Life license and the ambition to reach six-figure income levels—without grinding for leads?\n• If so, this is the game-changing opportunity you’ve been waiting for.\n• Why This Is Different — And Better: streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.\n• Through our strategic partnership with our estate planning sister organization, you’ll meet with clients already thinking about their financial future... clients who want to hear from you.\n• And we’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.\n• The Opportunity: As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:\n• Pre-Set, Qualified Appointments – 10–12 per week booked for you\n• Exclusive Territory – You must live in the state you represent\n• Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients\n• Strong Six-Figure Income Potential – A lucrative commission model that rewards results\n• Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions\n• Flexibility – Manage your own schedule for work/life balance\n• What We’re Looking For: ...\n• Benefits at a Glance: ...\n• Your Next Move: APPLY NOW; This is more than a career — it’s the future you’ve been working toward.\n

Securities Licensed Financial Advisor

Job Level

About the role

Requirements