Senior Annuity & Estate Planning Advisor

Senior Annuity & Estate Planning Advisor

Location: On the road
Job Type: Full-time, Contract
Salary: $150,000.00 - $500,000.00 per year

About the role

Meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts
• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income
• Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities—to ensure wealth preservation
• Follow our proven, structured educational sales model to maintain high client satisfaction and close rates
• Maintain an active schedule to consistently match the steady flow of pre-set company appointments

Requirements

• Active Life Insurance Producer’s License (Required)
• 1–3+ years of experience in insurance sales, financial services, or related relationship-driven closing roles (Preferred)
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential
• High coachability and willingness to master a strict, proven educational presentation system
• Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms

Benefits

• Pre-Scheduled Appointments: Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you
• World-Class Training: Comprehensive training covering our proprietary estate preservation process and compliance
• Full Back-Office Support: A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients
• Uncapped Earning Potential: High-performing commission splits supplemented by quarterly activity bonuses and incentive trips