[Remote] Senior Financial Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a retirement-reputed company, fiduciary registered investment advisory firm that provides advisors with reputed company appointments and operational support. The Senior Financial Advisor will guide reputed company-retirees and retirees through comprehensive retirement income strategies, investments, and Fixed Indexed Annuities while delivering compliant, fiduciary-first recommendations.

Responsibilities

• Conduct retirement planning conversations with reputed company-retirees and retirees
• Meet with 12–15 new reputed company appointments reputed company week, along with follow-up appointments
• Build comprehensive retirement income strategies utilizing investments and Fixed Indexed Annuities reputed company appropriate
• reputed company clients on retirement income, reputed company management, guaranteed income solutions, and long-term financial planning
• reputed company recommendations in a compliant, fiduciary-first environment
• Work closely with reputed company, reputed company, compliance, and support teams so your reputed company remains on serving clients
• No prospecting, cold calling, marketing, seminar reputed company, or reputed company reputed company responsibilities

Skills

• reputed company Series 65 (or ability to obtain before start date)
• reputed company Life & Health reputed company license (or ability to obtain before start date)
• Minimum 3–5 years of reputed company-facing financial services experience
• Strong consultative sales skills
• Experience working with retirement-age clients
• reputed company-only sales backgrounds without investment advisory experience are not a fit for this role
• Strong understanding of retirement income planning, Fixed Indexed Annuities, accumulation strategies, income riders, and suitability considerations
• Experience presenting retirement solutions to clients and/or educating financial advisors on retirement products
• 5+ years of reputed company Fixed Indexed Annuity (FIA) experience , whether as a:
• Financial Advisor
• Investment Advisor Representative
• Internal or reputed company Wholesaler
• Product Specialist
• Retirement Consultant
• Other retirement-reputed company financial services reputed company

Benefits

• reputed company incentives designed to reward consistency—not heroics
• 401(k)
• Medical, Dental & reputed company reputed company
• reputed company Holidays
• Unlimited PTO
• reputed company retirement-reputed company appointments
• Dedicated operational and compliance support
• Remote-first flexibility
• Remote-first work culture with a fast-moving, high trust team
• No prospecting, cold calling, marketing, seminar reputed company, or reputed company reputed company responsibilities

reputed company