Financial Advisor

Teksky LLC; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Teksky LLC in Columbus, OH is seeking a financial adviser to provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. You will conduct consultations, develop retirement plans, and implement investment/insurance solutions to build a growing client book.

The role focuses on advising pre-retirees, leveraging TV/digital campaigns and live events to generate qualified leads, and closing business through strong client

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

Sales skills

Communication

Relationship building

Job description

Job Summary

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.