Financial Advisor (Pre-Set Appointments, No Cold Calling)

Financial Advisor / Insurance Agent — Pre-Set Appointments with Existing Clients, No Cold Calling | Alliance America

Tired of chasing leads instead of closing them? At Alliance America, your calendar fills with pre-set appointments with existing clients who already want to talk about retirement income, annuities, and estate planning. The credibility barrier is gone before you walk in, so your time goes to advising, not prospecting.

Why advisors choose Alliance America

• 10–12 pre-set appointments a week with existing clients who are expecting you
• No lead buying, no seminars, and no marketing costs out of your pocket
• A dedicated appointment setter and case manager handle scheduling, paperwork, and case prep
• A limited number of advisors per state, so there's less internal competition and more room to grow
• Commissions typically $100,000–$250,000 a year, with top producers earning $300,000+
• Commissions typically paid within 15 days of submission

What you'll do

• Meet with existing clients, in the comfort of their homes, to discuss retirement income, annuities, and protection strategies
• Recommend solutions from a broad lineup of top-rated carriers, with senior market insurance products for additional income
• Build long-term client relationships through consistent follow-up and service

What you need

• Active Health & Life insurance license
• Series 65, Series 7 & 66, or ChFC
• 2+ years of annuity sales experience
• Proven face-to-face, consultative sales success
• Clean U4 (if currently registered)
• Comfort with Microsoft Office and virtual meeting tools
• Willingness to travel within your state to meet clients

See why we're different: The Alliance America Difference —

No cold calling. No door-knocking. Just existing clients, expert support, and the infrastructure to build a real book of business.