Retirement Income Advisor - Inbound Leads & Certainty

Leverage Planning; United States; On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Unlimited paid time off

Technology and equipment provided

Job summary

Leverage is a national retirement planning firm helping pre-retirees and retirees build secure income plans so they can spend, travel, give, and live confidently. As a Retirement Income Advisor, you will lead thoughtful planning conversations without cold calling, leveraging a steady pipeline of qualified prospects.

You\'ll work with internal support and CRM tools to educate clients, present annuity solutions, run illustrations, and guide them from first contact through onboarding.

Qualifications

• Active Series 65 license.
• Active Life & Health insurance license.
• Strong consultative approach—lead with questions, not products.
• Experience working with retirement-age clients on income planning.
• Ability to explain complex financial concepts in plain language.
• Comfort in a technology-enabled environment with CRM and digital tools.
• Highly organized with strong follow-up habits.

Responsibilities

• Lead retirement income planning conversations with pre-retirees and retirees across the country.
• Evaluate each client's situation and recommend appropriate strategies, including guaranteed income solutions when they fit.
• Present and explain annuity solutions including Fixed Indexed Annuities in plain, confident language.
• Run illustrations and income scenarios using products from our top-rated carrier partners.
• Guide clients from first conversation through application and onboarding.
• Engage via phone, email, text, and virtual meetings - wherever clients are.
• Keep clean records, activity logs, and follow-ups in Salesforce.
• Collaborate with the team to keep improving the process and client experience.

Skills

Active Series 65 license

Active Life & Health insurance license

Consultative approach

Experience with retirement-age clients

Explain complex financial concepts

CRM proficiency

Strong follow-up habits

Tools

Salesforce

Annuity illustration platforms

Job description

Leverage is a national retirement planning firm helping pre-retirees and retirees build secure income plans so they can spend, travel, give, and live confidently. As a Retirement Income Advisor, you will lead thoughtful planning conversations without cold calling, leveraging a steady pipeline of qualified prospects.

You\'ll work with internal support and CRM tools to educate clients, present annuity solutions, run illustrations, and guide them from first contact through onboarding.