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Estate Planning & Insurance Advisor

Job

Secure Income Management LLC

Lakeland, FL (In Person)

$325,000 Salary, Full-Time

Posted 4 days ago (Updated 15 hours ago) • Actively hiring

Expires 7/21/2026

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Job Description

Estate Planning & Insurance Advisor Secure Income Management LLC Lakeland, FL Job Details Contract $150,000 - $500,000 a year 1 day ago Qualifications Insurance needs analysis Financial planning Estate planning needs analysis Resume screening Resume review AI tools proficiency Mid-level Estate planning advisory services Managing clients in a finance role Insurance planning Insurance sales Estate planning
Full Job Description Location:
On the road
Job Type:
Full-time, Contract Salary:
$150,000.00 - $500,000.00 per year Company Overview Secure Income Management, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across Florida. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.