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

Note: The job is a remote job and is open to candidates in USA. Secure Income Management (SIM) is expanding in California and seeking experienced 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
• Develop customized financial plans and income-focused strategies aligned to client needs
• Provide guidance on wealth management topics including retirement income planning, liquidity strategies, and portfolio diversification
• Educate 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 related 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 mindset
• Ability to communicate complex financial concepts clearly 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 qualified 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 success roadmap that has doubled our advisors' businesses.
• Supportive Environment: Our tech is built by advisors for advisors, taking the guesswork out of the process.
• Ongoing Development: Quarterly Mastermind Advanced Workshops focused on increasing sales.

Company Overview