Financial Advisor (Lead Our Plano Office!)

Magellan Financial & Insurance Services, Inc.; Plano (TX); On-site; USD 80,000 - 90,000; Full time

Job summary

A financial services firm in Plano, TX is seeking a Financial Advisor to guide clients in retirement planning without needing to prospect. The ideal candidate has an active Life and Health Insurance License and sales experience. This full-time role offers a base salary of $80,000 - $90,000 plus commissions and opportunities for growth in a supportive environment.

Benefits

Growth & Development Programs

Marketing Support

Qualifications

• Active Life and Health Insurance License required.
• Strong sales and closing skills with proven results.
• Exceptional communication skills and ability to connect with clients aged 50-75.
• Coachable mindset and eagerness to learn.
• Previous experience in financial or retirement planning preferred.

Responsibilities

• Lead Financial Planning Meetings to create tailored plans.
• Build long-term relationships with clients.
• Implement fee-based investments and insurance solutions.
• Follow a step-by-step system for consistency and results.
• Make a tangible difference in clients' lives.

Skills

Sales and closing skills

Exceptional communication skills

Ability to connect with clients aged 50-75

Coachable mindset

Education

Active Life and Health Insurance License

Series 65 or 66 License

Job description

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

Acquisitions at Magellan Financial & Insurance Services, Inc

At Retire Simply, we believe that everyone deserves a written financial plan tailored to their unique needs and goals. With a proprietary and comprehensive planning process, we specialize in helping people retire confidently and navigate their financial futures. We’re growing fast because of our industry-leading marketing operation, and we’re looking for a Financial Advisor to join our team in Plano, and make a lasting impact.

Compensation: $80,000 - 90,000 Base + Commissions (%) and Bonuses.

Here’s what makes this role stand out:

• No Prospecting Required: Focus on what you love—helping people with financial planning. We handle the marketing.
• Growth & Development: We invest in your success. You’ll learn our proven processes and have the tools to continuously improve.

What You’ll Do:

As a Financial Advisor, you’ll be the trusted guide for clients navigating retirement planning, investment strategies, and comprehensive financial planning. Here’s what your role looks like:

• Lead Financial Planning Meetings: Work with prospects to understand their goals and create tailored plans.
• Build Long-Term Relationships: Become a trusted partner for clients in their financial journey.
• Use Proven Tools: Implement solutions like fee-based investments, fixed-indexed annuities, and life insurance to create holistic plans.
• Master Our Process: Follow our step-by-step system to ensure consistency, efficiency, and results.
• Help People: Above all, make a tangible difference in the lives of your clients.

Must-Haves:

• Active Life and Health Insurance License and Series 65 or 66 License.
• Strong sales and closing skills with proven results.
• Exceptional communication skills and the ability to connect with clients aged 50-75.
• A coachable mindset and eagerness to learn and grow.
• Previous experience meeting with clients in a financial or retirement planning capacity is strongly preferred.

Ready to Apply?

Don’t let this opportunity slip by. Join Retire Simply, where your career can reach new heights, and your impact can change lives.

This role is based in Plano, TX, and does not accept remote applicants.

Retire Simply is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

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

Inferred from the description for this job

Medical insurance

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