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Financial Advisor No Cold Calling Jobs (NOW HIRING)

TAG

Outside Sales Advisor, No Cold-Calling

Orlando, FL

$1.0K - $125K/yr

Although experienced insurance agents are welcome to apply, no experience is necessary. In fact ... To offer long-term, financially rewarding opportunities to our agents, field managers and employees.

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$144K

How much do financial advisor no cold calling jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial advisor no cold calling in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor no cold calling?

To thrive as a Financial Advisor (No Cold Calling), you need strong financial analysis skills, knowledge of investment products, and a relevant degree such as finance or economics, often accompanied by certifications like CFP or Series 7. Familiarity with CRM platforms, portfolio management software, and financial planning tools is also crucial. Excellent relationship-building, active listening, and trustworthiness help you cultivate and maintain client relationships without relying on cold outreach. These abilities ensure you can provide tailored financial advice, retain clients, and grow your book of business effectively.

What is a financial advisor no cold calling?

A Financial Advisor (No Cold Calling) is a professional who provides financial planning, investment advice, and related services to clients without the need to engage in cold calling. This means they do not have to make unsolicited calls to potential clients to generate business. Instead, they typically work with leads provided by the firm, referrals, or existing client relationships. This role allows advisors to focus more on building relationships and offering tailored financial solutions, rather than spending significant time on prospecting.

How does a financial advisor work with pre-qualified or inbound clients in a no cold calling environment?

In a 'No Cold Calling' Financial Advisor role, you'll typically engage with clients who have already expressed interest in financial services or who have been referred by existing clients or marketing efforts. This allows you to focus on relationship-building, conducting needs assessments, and providing tailored financial advice rather than spending time prospecting or making unsolicited calls. Collaboration with marketing teams and lead generation specialists is common, ensuring a steady flow of warm leads. This structure often results in more productive client meetings, higher client satisfaction, and the opportunity to develop deeper, long-term relationships.
More about Financial Advisor No Cold Calling jobs
What cities are hiring for Financial Advisor No Cold Calling jobs? Cities with the most Financial Advisor No Cold Calling job openings:
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Financial Advisor No Cold Calling jobs near you
Infographic showing various Financial Advisor No Cold Calling job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 78% In-person, and 22% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Outside Sales Advisor, No Cold-Calling

TAG

Fort Myers, FL

$1.0K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 25 days ago

Job description

The Assurance Group is looking to hire and train new agents with the right skill set for our National Marketing Organization.

Although experienced insurance agents are welcome to apply, no experience is necessary. In fact, often we prefer to work with people coming from other industries. We've found tremendous success taking people with careers as bartenders, servers, teachers, healthcare workers, and even former military and training them to represent our products (life, health, and fixed index annuities).

Please note that we visit clients IN PERSON. This is not a work-from-home role, and a reliable vehicle is required.


Job Offers:

  • Fresh leads provided by the company
  • Large carrier line-up through our NMO
  • Freedom to set and manage your own hours
  • Thorough training and ongoing real-time support
  • Friendly & helpful sales community

Meeting with potential clients who requested information and helping them understand what they qualify for. If you feel like you might be a good fit, submit your info and we'll be in touch.


Since 1988, TAG has been at the very forefront of the insurance industry. As a family-owned organization with a continued annual growth rate of 30-40%, TAG has representatives nationwide and in more than 20 regional offices. We proudly promote a creative and dynamic vision of collaborative growth and development which, in a rapidly changing market, is career driven and “agent-centric.” Unique benefits to partnership include free leads, company paid office space, 1099 and W-2 pay, advanced commissions, bonus/incentive trips and weekly pay! With impeccable and ongoing training and support from some of the most successful agents in the industry and a platform designed to empower agents along a trajectory of exponential achievement, we look forward to the continued expansion of our team of talented and diverse agents.



Requirements

Job Requirements:

  • Must be self-motivated (This is a commission sales role!)
  • Must have or be willing to obtain Life Insurance License (fairly simple process)
  • Must have reliable transportation (We meet with clients in person)
  • Must be good with people


Company Description

Founded in 1988 is one of the top insurance marketing organizations in the nation. Our vision to build a dynamic national brand recognized for providing high-value insurance and financial products and services to our agents and their clients. To continually exceed every expectation by engaging the talent and passion of people who believe there is always a better way. To offer long-term, financially rewarding opportunities to our agents, field managers and employees. The Assurance Group is a proud member of the Integrity Family of Companies.