We generate qualified retirement income appointments and place them directly on your calendar. Three to five per week. We run the campaigns, do the prospecting, and book the meetings. You show up and close.
We are a performance-driven operation built around one idea: if we take lead generation completely off your plate, what can a serious closer do? We invest significantly on the front end to answer that question. That investment is ours to carry, not yours. Every prospect who lands on your calendar has been pre-qualified and is ready to be educated on retirement income products.
We are currently building a team of five specialists over the next three months. Every position is earned. This is not a volume hire.
Compensation
Every case you close, whether it comes from an appointment we place or business you bring yourself, splits 50/50. No tiers, no resets, no complicated structure. You keep half of everything you close. We keep half.
There is no base salary, no draw, and no income guarantee. Your earnings are entirely tied to what you close. If that is uncomfortable, this is not the right fit. If that is exactly how you want to work, keep reading.
What We Expect
The minimum production requirement is three closed annuity cases per month. Two consecutive months below minimum is grounds for ending the partnership.
Every appointment is conducted on Zoom and recorded. All activity is logged in the CRM within 24 hours. No-show prospects enter a 12 month reengagement campaign that you are responsible for running. The process is structured and you are expected to follow it. Supplemental training is provided and required.
We built this model around process because the annuity business demands it. A lot of people who call themselves sales professionals are really business developers. They are great at building relationships but not wired to close. We use the Kolbe A Index to help identify the difference. You are not required to complete it, but candidates who submit their Kolbe and Myers Briggs results alongside their application
will be given serious consideration ahead of those who do not.
What You Need
You must have an active life insurance license and be fully independent. No captive agency, no retail shop, no career arrangement that restricts where you place business. You must be willing to contract through Simplicity IMO as a condition of the partnership, and you must pass a full criminal background check before the agreement is executed.
Direct to consumer annuity and retirement income sales experience is required. If your background is wholesale, internal distribution, or relationship development, be honest with yourself about whether you have actually sat across from a client and closed. This role lives or dies on that skill.
How to Apply
A full application is required. Resumes alone will not be considered. Apply at the link provided. Be thorough. We read every application carefully and how you approach it tells us as much as what is in it.
We are filling positions now. The sooner you apply, the better.
Company Description
After 29 years in this business, one thing has proven true above everything else: the agents who succeed are the ones with a consistent, qualified appointment process. Not the ones with the best pitch. Not the ones with the most licenses. The ones who are sitting across from the right people, consistently, week after week.
That is the entire reason this operation exists.
Most agents spend the majority of their time doing everything except closing. They are prospecting, buying leads, running ads, following up on cold contacts, and hoping something converts. By the time they finally get in front of a qualified prospect they are exhausted and underselling.
We eliminated that problem entirely.
We handle the front end so you never have to. Every appointment on your calendar has been generated through a proven process, pre-qualified, and is ready for a conversation about retirement income. You are not warming anyone up. You are not explaining who you are. You are doing the one thing that actually produces income: closing.
In nearly three decades I have seen what separates producers from the rest of the field. It is not talent. It is not product knowledge. It is process. If you are someone who is ready to stop spending your best hours prospecting and start spending them closing, this is built for you.
