What are the responsibilities and job description for the Financial Advisor position at Magellan Financial & Insurance Services, Inc.?
Are you a passionate Financial Advisor seeking a role where your skills directly impact individuals' futures? At Quality Senior Benefits LLC, we're not just offering a job—we're inviting you to be part of a mission-driven team dedicated to empowering clients in their retirement journey.
About Us:
Quality Senior Benefits LLC is a leading independent retirement planning and wealth management firm based in Litchfield County, CT. Our rapid growth is fueled by a robust marketing strategy, including national TV and radio campaigns, digital outreach, and live events. This approach ensures our advisors have a steady stream of qualified prospects eager for our expertise.
Compensation: $80,000 - $120,000 % of Commissions, Bonuses
Why Work with Us?
- No Cold Calling: Our marketing efforts provide you with pre-qualified leads, allowing you to focus on what you do best—advising clients.
- Comprehensive Support: Benefit from a team that handles scheduling, client onboarding, and administrative tasks.
- Impactful Work: Help clients aged 50–75 navigate retirement planning, investment strategies, and insurance solutions.
- Growth Opportunities: Be part of a firm that values professional development and offers clear pathways for advancement.
Your Role:
- Client Engagement: Meet with clients to assess their financial goals and develop tailored plans.
- Plan Development: Utilize our comprehensive financial planning process to create strategies involving fee-based investments, fixed-indexed annuities, and life insurance.
- Relationship Building: Foster long-term relationships, ensuring clients feel supported throughout their retirement journey.
- Continuous Learning: Stay updated on financial trends and regulations to provide clients with informed advice.
What We're Looking For:
- Licensing: Active Life & Health and Series 65 licenses.
- Experience: Proven track record in financial advising, with a focus on retirement planning.
- Communication Skills: Ability to explain complex financial concepts in a clear, relatable manner.
- Motivation: A self-starter attitude with a passion for helping others achieve financial security.
Salary : $80,000 - $120,000
