Financial Advisor – High-Intent Leads, Pre-Set Appointments, Uncapped Earnings
About the Company
Secure Income Management (SIM) is expanding to Florida and seeking experienced Financial Advisors to join our growing platform. SIM is a two-time Inc. 5000 Fastest Growing Companies honoree, built for advisors who want to focus on clients while leveraging strong infrastructure, marketing support, and growth opportunities.
This is an advisor-centric role for professionals who value independence, flexibility, and performance-based upside. Advisors on our platform work with qualified prospects and deliver comprehensive financial guidance, particularly around income planning and wealth protection strategies. Your success is driven by your ability to build trust, deliver thoughtful recommendations, and grow long-term client relationships — supported by SIM’s tools, resources, and collaborative environment.
About the Role
What We Offer
• 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.
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.
Qualifications
• 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.
• Familiarity with fixed indexed annuities and income-producing solutions preferred.
• Strong client-facing and relationship-building skills.
• Self-motivated, accountable, and growth-oriented mindset.
• Ability to communicate complex financial concepts clearly and professionally.
• Relevant licenses and/or designations (CFP®, CFA®, AIF®, CEP®, insurance licenses, etc.) are a plus but not immediately mandatory.
Preferred Skills
• 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!
If you’re open to exploring a platform designed to support advisor growth while keeping clients at the center, we’d welcome the conversation.
Equal Opportunity Statement
Secure Income Management is committed to diversity and inclusivity in the workplace.
Apply Now
Apply Now
Secure Income Management (SIM) is expanding to Florida and seeking experienced Financial Advisors to join our growing platform. SIM is a two-time Inc. 5000 Fastest Growing Companies honoree, built for advisors who want to focus on clients while leveraging strong infrastructure, marketing support, and growth opportunities.
This is an advisor-centric role for professionals who value independence, flexibility, and performance-based upside. Advisors on our platform work with qualified prospects and deliver comprehensive financial guidance, particularly around income planning and wealth protection strategies. Your success is driven by your ability to build trust, deliver thoughtful recommendations, and grow long-term client relationships — supported by SIM’s tools, resources, and collaborative environment.
About the Role
What We Offer
• 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.
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.
Qualifications
• 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.
• Familiarity with fixed indexed annuities and income-producing solutions preferred.
• Strong client-facing and relationship-building skills.
• Self-motivated, accountable, and growth-oriented mindset.
• Ability to communicate complex financial concepts clearly and professionally.
• Relevant licenses and/or designations (CFP®, CFA®, AIF®, CEP®, insurance licenses, etc.) are a plus but not immediately mandatory.
Preferred Skills
• 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!
If you’re open to exploring a platform designed to support advisor growth while keeping clients at the center, we’d welcome the conversation.
Equal Opportunity Statement
Secure Income Management is committed to diversity and inclusivity in the workplace.
Apply Now
Apply Now