[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.ResponsibilitiesConduct in-depth reviews of clients’ financial situations and objectivesDevelop customized financial plans and income-focused strategies aligned to client needsProvide guidance on wealth management topics including retirement income planning, liquidity strategies, and portfolio diversificationEducate clients on safe money and risk-managed solutions, including fixed indexed annuities where appropriateDiscuss tax-aware and estate planning considerations in coordination with other professionalsMaintain ongoing relationships through proactive communication and reviewsStay informed on market conditions, regulatory changes, and product updatesCollaborate with internal teams to deliver a consistent, high-quality client experienceReview and present clear reports and recommendations to clientsSkillsExperience in financial planning, wealth management, insurance, or a related advisory roleActive Life Insurance License in Florida for 2+ yearsKnowledge of income-focused planning and retirement strategiesStrong client-facing and relationship-building skillsSelf-motivated, accountable, and growth-oriented mindsetAbility to communicate complex financial concepts clearly and professionallyFamiliarity with fixed indexed annuities and income-producing solutions preferredRelevant licenses and/or designations (CFP®, CFA®, AIF®, CEP®, insurance licenses, etc.) are a plus but not immediately mandatoryThis role is ideal for advisors, insurance professionals, and financial producers who want to grow their practice with strong supportAre motivated by results, recognition, and long-term opportunityTake pride in delivering ethical, client-first adviceWant qualified leads delivered to you - no cold calling!BenefitsPre-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 OverviewSecure Income Management specializes in financial planning, wealth creation, and retirement planning. It was founded in undefined, and is headquartered in Tucson, Arizona, USA, with a workforce of 11-50 employees. Its website is https://www.secureincomemanagement.com.