Financial Planning and Analysis

• Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
• Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? ( Series 65 or Equivalent)
• Do you hold an active Health & Life license and the ambition to reach six-figure+ income levels—without grinding for leads?
• We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
• As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
• Pre-Set, Qualified Appointments – 8-10+ per week booked for you and Qualified.
• Exclusive Territory – You must be licensed and live in the State you represent
• Top-Tier Support – A Dedicated Experienced 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 quickly.
• 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 - Enjoy Life while working Smarter.

Annuity Sales Financial Advisor

Finance Manager – FP&A

Senior Quantitative Finance Analyst – Scenario & Enterprise Risk Analytics

Analyst, Investment Operations

Financial Talent Sourcing Specialist

Senior Financial Analyst