Financial Advisor (Remote + Federal Benefits)

Magellan Financial & Insurance Services, Inc.; United States; Remote; USD 65,000 - 300,000; Full time

Job summary

Join a leading financial services company specializing in federal employee benefits as a Sales Agent. You'll provide personalized retirement planning consultations, explaining federal benefits like FERS and CSRS. This role emphasizes client education and aims to empower federal employees in securing their financial futures. With substantial marketing support and a solid client base, you can thrive in a collaborative team environment.

Benefits

Medical insurance

401(k)

Qualifications

• Understanding of FERS, CSRS, TSP, FEHB, FEGLI.
• Proven success in retirement planning.

Responsibilities

• Provide personalized retirement planning consultations.
• Explain complex federal benefits to clients.
• Close qualified leads without prospecting.

Skills

Communication

Annuity Sales

Retirement Planning

Client Education

Education

Deep understanding of federal employee benefits

Series 65 license preferred

Job description

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

Acquisitions at Magellan Financial & Insurance Services, Inc

Sales Agent – Federal Employee Benefits Specialist (Remote)

Join Our Growing Team at Jameson Financial Solutions!

Are you passionate about helping federal employees secure their financial future? Jameson Financial Solutions, parent company of Federal Retirement Experts, is seeking experienced Sales Agents with a strong background in Federal Employee Benefits. Our company specializes in comprehensive retirement planning tailored specifically to federal employees, and we're looking for talented individuals like you to join our team.

Why Choose Jameson Financial Solutions?

• Established Niche: Serving federal employees for over 20 years, we offer a stable and continually expanding client base.
• Credible Expertise: Founded by a U.S. Veteran with over 50 years in the business, we maintain an impeccable customer service record, holding an A+ rating from the Better Business Bureau with zero complaints.
• Comprehensive Services: Expertise across FERS, CSRS, TSP, FEHB, FEGLI, and more, enabling you to provide holistic financial solutions.
• Robust Marketing Support: Benefit from our strategic use of digital advertising, email campaigns, blogs, social media, podcasts, webinars, and seminars that generate highly qualified leads ready for your expertise.
• Supportive Environment: Join a collaborative team dedicated to empowering federal employees to retire with dignity and confidence.

Key Responsibilities:

• Provide personalized retirement planning consultations specifically tailored for federal employees.
• Clearly explain complex federal benefits, including FERS, CSRS, TSP, FEHB, FEGLI, and annuity options.
• Focus solely on closing qualified leads provided by our dedicated marketing and scheduling teams—no prospecting required!

Qualifications:

• Deep understanding of federal employee benefits and retirement systems.
• Proven success in annuity sales and retirement planning.
• Exceptional communication skills, capable of simplifying complex concepts for clients.
• A genuine passion for educating and empowering federal employees.
• Series 65 license preferred, but not required.

Take the Next Step:

If you're ready to elevate your career and make a significant impact on the lives of federal employees, we’d love to connect with you.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing, Art/Creative, and Administrative

• Industries

  Financial Services, Investment Advice, and Insurance

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Inferred from the description for this job

Medical insurance

401(k)

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