Financial Advisor

Wessex Financial & Insurance Services, Inc.; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a Director of Acquisitions to focus on retirement planning for public sector employees. This role offers the opportunity to work with clients who are ready to engage, providing expert guidance without the need for prospecting. The position emphasizes independence, flexible scheduling, and high commission potential, making it ideal for driven professionals looking to make a significant impact in their clients' financial futures.

Benefits

Medical insurance

Vision insurance

401(k)

Full training and marketing support

Ongoing mentorship

Qualifications

• Experience in financial advisory, either virtual or in-person.
• Ability to simplify complex topics into clear guidance.

Responsibilities

• Lead virtual consultations with pre-set, qualified prospects.
• Help public employees maximize pension benefits.
• Present investment and insurance strategies.

Skills

Client-facing financial advisory experience

Expertise in public pension and retirement planning

Consultative sales approach

Tech-savviness

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from Wessex Financial & Insurance Services, Inc.

Director of Acquisitions | Talent, M&A, Special Projects

You know you’re capable of more. You know you’re meant to have a bigger impact. You’re looking for a role where you don’t have to cold-call, chase leads, or wonder where your next client will come from — a role where your expertise actually gets used, valued, and rewarded.

This is your opportunity.

Imagine focusing 100% of your time on meeting with highly qualified clients who already want your help — federal and state employees who trust you to guide them through the biggest financial decisions of their lives. No prospecting. No guessing. Just doing what you do best: changing lives through smart, strategic retirement planning.

At Wessex Financial & Insurance Services, your talent meets real opportunity. As a fast-growing financial services leader specializing in retirement planning for public sector employees, the firm’s mission is simple: provide trusted guidance, education, and tailored strategies that secure the financial futures of thousands of Americans. Growth here is explosive — and you could be part of it.

What You’ll Do:

• Lead virtual consultations (via Zoom) with pre-set, qualified prospects
• Help public employees maximize pension benefits like CalPERS, CalSTRS, UC Retirement Plan, Texas TRS, ERS, ORP, and federal systems
• Present investment, annuity, and life insurance strategies that close the gaps and secure futures
• Focus purely on advising, planning, and closing — never prospecting

What You Bring:

• Client-facing financial advisory experience (virtual or in-person)
• Expertise (or eagerness to master) public pension and retirement planning
• Proven ability to close sales with consultative approaches
• Confidence simplifying complex topics into clear, empowering guidance
• Tech-savviness and comfort running Zoom-based meetings
• Desire to work independently, control your schedule, and maximize your earnings

(Bonus points if you have experience with fixed-indexed annuities or public sector retirement plans.)

What You’ll Gain:

• Remote-first flexibility — set your own hours
• High, scalable commission potential (30–50% rates + bonuses)
• Zero prospecting — appointments booked for you
• Full training, marketing support, and ongoing mentorship
• The power to earn what you’re worth without sacrificing your freedom

Right now, someone needs you to help them retire with dignity and security.

Are you ready to step into the career you were meant for?

Apply today

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and Sales

• Industries

  Financial Services, Investment Advice, and Insurance

Referrals increase your chances of interviewing at Wessex Financial & Insurance Services, Inc. by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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