Estate & Retirement Financial Advisor

Estate & Retirement Financial Advisor

Pre-Set Appointments - Full Support - Strong Six-Figure Potential

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 intentionally built to remove those pain points so you can focus on high-quality client work, strong income, and better life balance.

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 prospects 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 stay in front of clients instead of buried in admin.
• Real help w...