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Financial Professionals -Say Goodbye to Prospecting-Join Our Financial T
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Financial Professionals -Say Goodbye to Prospecting-Join Our Financial T
Job summary
A leading financial services firm in Canada seeks Financial Advisors to focus on qualified appointments and relationship building with clients. This opportunity eliminates traditional prospecting tasks, allowing advisors to engage with pre-set, motivated clients. Ideal candidates will hold active licenses and have a strong sales success record. With uncapped commission potential and dedicated support, this role is perfect for motivated professionals eager to make a significant impact in financial planning.
Benefits
Qualifications
- Must hold an active Health & Life insurance license.
- Valid Series 65, Series 7/66 combo, ChFC, CFP or equivalent required.
- Ability to meet clients for in-person appointments.
Responsibilities
- Work with qualified clients, focusing on building relationships.
- Manage appointments set for you and close deals effectively.
- Assist retirees in financial planning and securing their futures.
Skills
Education
Now Hiring: High-Performing Financial Advisors Who Don’t Prospect
Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you.
We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income.
If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.
You must be licensed and reside in the state you’re applying for (current state we are looking for). Travel within your state is required.
- 8–10 qualified appointments weekly — Qualified, pre-scheduled and ready to meet
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
- Thriving referral pipeline from estate planning partners
- A complete administrative and appointment setting team so you focus on selling
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients — not prospects to chase
- Independence and control, without the grind of prospecting
- unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
If you like prospecting, then move on, this is not for you.
But if you’re done prospecting and ready to work qualified appointments — set for you every week — apply today.
If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment.
APPLY NOWto claim your state’s opening and join a high-performance advisor network that delivers real opportunity and results.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.