What are the responsibilities and job description for the Financial Advisor - Pre-booked appointments (life licensed) position at Secure Income Management?
Stop Prospecting. Start Advising.
Are you a high-performing Life Insurance agent ready to break into the annuity space—or an experienced annuity specialist looking to scale past your current plateau? We are expanding into Florida and would love to talk to you!
Most advisors spend 80% of their time hunting for business and only 20% actually advising. We’ve flipped the script. We specialize in retirement income planning for the 59½ to 77 demographic, and we’ve built a $4 billion sales engine designed to keep your calendar full so you can focus on what you do best: closing.
The "Unfair Advantage" for Our Advisors
- 5–8 Pre-Set Appointments Weekly: Not "leads," not "data," but confirmed face-to-face appointments with motivated pre-retirees and retirees. No cold-calling, no door-knocking, and no prospecting.
- Massive Earning Potential: $150,000 – $350,000 per year. Our top-tier advisors comfortably exceed $500,000. Commissions are uncapped!
- White-Glove Back Office: We handle the "grind"—custom case design, new business processing, and marketing are all managed for you.
- Proprietary Sales System: Access our "Advanced Sales Mastermind" and proprietary case design tools that go far beyond basic illustrations.
- Total Independence Full Support: Maintain your independence while leveraging the infrastructure of one of the fastest-growing teams in the country.
What You’ll Be Doing
- In-Home Consultation: Meeting local clients to deliver customized retirement and income strategies.
- Strategic Planning: Guiding clients through life insurance and annuity solutions tailored to their legacy and income goals.
- Professional Growth: Participating in collaborative mastermind sessions to sharpen your technical edge.
Who You Are
- Licensed & Local: Must hold a valid Florida Life License and be based in Florida (this is a face-to-face, in-home role).
- Experienced: 2 years of successful Life Insurance sales experience.
- Growth-Minded: You have a strong interest (or experience) in annuities and a "coachable" mindset.
- Professional: High energy, a professional demeanor, and a willingness to travel within your local territory.
Preferred (But Not Required):
- Series 65 or 66 license.
- Experience with Fixed Indexed Annuities (FIAs).
Schedule: Monday – Friday (Weekends are optional/up to you).
Ready to Scale?
If you are tired of the lead-generation treadmill and ready to step into a proven system with $4 billion in results, let’s talk.
Salary : $150,000 - $350,000