Lead Generation

• Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! We’re offering a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.
• 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.
• We’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.
• The Opportunity: As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
• 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
• What We’re Looking For (already provided in requirements)
• Benefits at a Glance
• Your Next Move
• This is more than a career — it’s the future you’ve been working toward.

Securities Licensed Financial Advisor

Job Level

About the role

Requirements

Senior Market Financial Planner

Financial Planner