Life & Financial Services Advisor- Leads Provided

CMC Recruiting; Estero (FL); Hybrid; USD 90,000 - 110,000; Full time

Job summary

CMC Recruiting seeks an experienced Financial Services Advisor to join a well-established team with offices in Estero and Naples, FL. The role focuses on life insurance, annuities, mutual funds, 401(k) rollovers, variable annuities, and related solutions, with an emphasis on client meetings and relationship building.

The position offers a base plus tiered incentives and bonuses, with about 40 kept appointments per month and an expectation of earning $100K+ in total compensation.

Qualifications

• Experience in financial services, investments or retirement planning.
• Comfortable discussing investments, retirement assets and life insurance.
• Licensed or able to obtain required life, annuity and securities licenses.

Responsibilities

• Meet with existing clients and prospects generated by the agency.
• Manage approximately 40 kept client appointments per month; aim for two meetings per day.
• Identify opportunities across life insurance, annuities, mutual funds, 401(k) rollovers, and related products.
• Understand client goals and recommend appropriate solutions.
• Manage opportunities from initial conversation to application and implementation.
• Build deeper relationships within an established book of business.
• Maintain a strong pipeline and follow up consistently.
• Partner with the broader team to maximize agency opportunities.

Skills

Client-facing

Closing skills

Independent

Self-directed

Performance-driven

Education

Licensing in life, annuity, securities

Job description

Location: Estero / Naples, FL | Primarily In-Office with Earned Flexibility Compensation:

Compensation: $100,000+ Target Total Compensation | Base Pay + Tiered Production Incentives + Bonuses

Overview:

We are seeking an experienced Financial Services Advisor to join a well-established, growing team with locations in Estero and Naples, Florida.

This is not a traditional hunting role. The team provides an established book of business and schedules client meetings for the advisor, with a goal of approximately 40 kept appointments per month. The advisor can focus on what they do best: meeting with clients, identifying opportunities, recommending solutions, and closing business.

The role will focus on life insurance, annuities, mutual funds, 401(k) rollovers, variable annuities, and other financial solutions. This position will not be responsible for property and casualty insurance.

Key Responsibilities:

• Meet with existing clients and prospects generated by the agency
• Manage approximately 40 kept client appointments per month, with a goal of two meetings per day
• Identify opportunities across life insurance, annuities, mutual funds, 401(k) rollovers, variable annuities, and related financial products
• Understand client goals and recommend appropriate solutions
• Manage opportunities from the initial conversation through application and implementation
• Build deeper relationships within an established book of business
• Maintain consistent follow-up and independently manage a strong pipeline
• Partner with the broader team to maximize opportunities across the agency

Ideal Candidate Profile:

• Previous experience in financial services, investments, life insurance, retirement planning, or a related field
• Experience with a firm such as Edward Jones, New York Life, MassMutual, Guardian, Northwestern Mutual, or a similar organization is highly relevant
• Appropriate life, annuity, and securities licensing, or ability to obtain required licenses
• Comfortable discussing investments, retirement assets, life insurance, and annuity solutions
• Strong client-facing and closing skills
• Independent, self-directed, and comfortable owning their business
• Motivated by performance-based compensation and the opportunity to earn $100K+
• Does not need to bring a book of business or independently generate leads
• Comfortable working primarily in-office in Estero or Naples, with flexibility earned over time

This is a strong opportunity for someone who loves the client-facing and production side of financial services but wants to step away from constant prospecting. With an established client base, a strong support team, and appointments being scheduled for you, you can focus your time on building relationships, providing solutions, and growing your income.