Financial Advisor

Teksky LLC; Columbus (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Teksky LLC is seeking a financial advisor specializing in retirement planning to provide personalized strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. The role focuses on advising clients, closing business, and leveraging leads from marketing campaigns.

You will conduct consultations with prospects, develop retirement plans, and implement investment and insurance solutions while building lasting relationships to expand your book of business.

Qualifications

• Active Series 65 or Series 66 + Series 7 license.
• Active Life & Health Insurance license.
• Experience in retirement planning, wealth management, or financial advising.
• Strong sales, communication, and relationship-building skills.

Responsibilities

• Conduct consultations with qualified prospects.
• Develop and present comprehensive retirement plans.
• Recommend and implement investment and insurance solutions.
• Build lasting client relationships and grow your book of business.

Skills

Series 65

Series 66 + Series 7

Life & Health Insurance license

Retirement planning experience

Sales & relationship-building

Job description

Join a growing retirement planning firm dedicated to helping pre-retirees achieve financial confidence. You'll provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. Our marketing team supplies qualified leads through TV, radio, digital campaigns, and live events allowing you to focus on advising clients and closing business.

Key Responsibilities

• Conduct consultations with qualified prospects.
• Develop and present comprehensive retirement plans.
• Recommend and implement investment and insurance solutions.
• Build lasting client relationships and grow your book of business.

Qualifications

• Active Series 65 or Series 66 + Series 7 license.
• Active Life & Health Insurance license.
• Experience in retirement planning, wealth management, or financial advising.
• Strong sales, communication, and relationship-building skills.