indeed sales-marketing financial advisors: seminarless marketing strategy/pre-set appts

Financial Advisors: Seminarless Marketing Strategy/pre-set appts

Has your seminar strategy been interrupted or negatively affected by the Coronavirus pandemic?

Are you a proven annuity producer who has a track record of proven success (5M plus per year)?

Do you want to transition your strategy and continue your revenues?

We will provide you with 6-8 preset high value financial appointments per week

We will put you in front of $100M of new assets per year

We pay for the marketing – no cost to you

These are not leads but qualified pre-set appointments

We receive 1000 calls from prospects daily

Virtual Training provided on our proven sales process

Daytime Appointments – No nights or weekends – You control your calendar

Averaged over $700K of investable assets per household in 2019

Tremendous sales coaching and back office support

Partnerships for your RIA business as well

Target compensation of $250,000 per year, first year.

If you are a qualifying producer who wants to be a part of an exclusive program, JD Mellberg is for you. Stop the madness associated with seminar selling and become part of a successful marketing strategy to grow your practice to the next level. Remove the headaches and expenses associated with your seminar strategy or client appreciation events and partner with JD Mellberg without delay.

Job Type: Commission

Salary: $150,000.00 to $250,000.00 /hour


  • Retirement Planning: 3 years (Required)
  • Financial Advisor: 3 years (Required)


  • Certified Financial Planner (Preferred)
  • Series 66 (Preferred)
  • Life and Health Insurance (Required)
  • CFP (Preferred)
  • Series 65 (Preferred)

Commission Only:

  • Yes


  • Other
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