Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work, strong income, and a better life balance.

Estate & Retirement Financial Advisor – Pre-Set Appointments, Full Support, Strong Six-Figure Potential
Why this opportunity stands out

• No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads—client acquisition is handled for you.


• Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.


• Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.


• Help with “paper chasing”: From forms and...