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Open nowPosted 3 days ago

Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+

Workable (global search)108,016 open roles

Where
Cherry Hill Township, NJ, United States
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Your applicationOpen nowEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+Workable (global search) · Cherry Hill Township, NJ, United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 3 days ago

Workable (global search) median: 7 days open

The posting

Estate & Retirement Financial Advisor

Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150-300K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.

What You Get

  • Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
  • No marketing costs — we handle lead generation
  • Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
  • Streamlined process — minimal paperwork headaches
  • Access to top carriers — annuity, insurance, and retirement income solutions
  • Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business

Income Potential

  • Commission-based —
  • Typical earnings: $150K–$300K+
  • Top producers: $300K+
  • Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce

What You'll Do

  • Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
  • Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
  • Close business and maintain client relationships
  • Work alongside a dedicated Case Manager and Appointment Setter

Requirements

  • Active Health & Life license (required)
  • Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
  • Familiarity with Roth conversions and retirement income planning
  • Proven sales experience with a consultative, needs-based approach
  • Clean U4 (if currently registered)
  • Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed

If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now.

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