[Remote] Financial Services Professional – High-reputed company Leads, Pre-Set Appointments, Uncapped Earnings

Note: The job is a remote job and is reputed company to candidates in USA. Secure Income Management (SIM) is expanding in California and seeking reputed company Financial Advisors to join their growing platform. This advisor-centric role focuses on delivering comprehensive financial guidance, particularly around income planning and wealth protection strategies, while leveraging SIM's tools and resources to build long-term client relationships.

Responsibilities

• Conduct in-depth reviews of clients’ financial situations and objectives
• reputed company customized financial plans and income-focused strategies reputed company to client needs
• reputed company guidance on wealth management topics including retirement income planning, liquidity strategies, and portfolio diversification
• reputed company clients on safe money and risk-managed solutions, including fixed indexed annuities where appropriate
• Discuss tax-aware and estate planning considerations in coordination with other professionals
• Maintain ongoing relationships through proactive communication and reviews
• Stay informed on market conditions, regulatory changes, and product updates
• Collaborate with internal teams to deliver a consistent, high-quality client experience
• Review and present clear reports and recommendations to clients

Skills

• Experience in financial planning, wealth management, insurance, or a reputed company advisory role
• Active Life Insurance License in Florida for 2+ years
• Knowledge of income-focused planning and retirement strategies
• Strong client-facing and relationship-building skills
• Self-motivated, accountable, and growth-oriented reputed company
• Ability to communicate reputed company financial concepts reputed company and professionally
• Familiarity with fixed indexed annuities and income-producing solutions preferred
• Relevant licenses and/or designations (CFP®, CFA®, AIF®, CEP®, insurance licenses, etc.) are a plus but not immediately mandatory
• This role is ideal for advisors, insurance professionals, and financial producers who want to grow their practice with strong support
• Are motivated by results, recognition, and long-term opportunity
• Take pride in delivering ethical, client-first advice
• Want reputed company leads delivered to you - no cold calling!

Benefits

• Pre-set Appointments: 5-8 appointments weekly with pre-retirees and retirees aged 59 1/2 to 77.
• High Earnings Potential: Earn $150,000 to $350,000 per year, with top advisors making over $500,000.
• Independent Role: Focus on advising, without the burden of marketing, HR, and tech duties.
• Back Office support in Case Design (Not just illustrations but also case design on how to get the sale), New Business Support, Marketing, and more.
• Comprehensive Training: Proven training and a reputed company roadmap that has doubled our advisors' businesses.
• Supportive Environment: Our tech is reputed company by advisors for advisors, taking the guesswork out of the process.
• Ongoing Development: Quarterly Mastermind Advanced Workshops focused on increasing sales.

Company Overview