Retirement Income Advisor (Remote)

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 helps pre-retirees and retirees build retirement income plans so they can spend, travel, give, and live without fear. We're not just managing money. We're engineering retirement certainty.

Our advisors work with a steady stream of qualified prospects generated through our national media partnerships and internal marketing efforts. No cold calling. No prospecting. Just meaningful conversations with people who are ready to make a plan.

The Role

As a Retirement Income Advisor at Leverage, you'll lead thoughtful planning conversations with people who have worked their whole lives and are ready to retire or already there. You won't be hunting for leads. Leverage's platform delivers a consistent pipeline of qualified, retirement-focused prospects. Your job is to listen well, educate clearly, and recommend the right solution when it fits.

You'll work across the full retirement income toolkit with internal support, operations, and onboarding teams behind you so you can stay focused on what matters: delivering a great client experience.

What You'll Do

• 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

What You Bring

Required

• Active Series 65 license
• Active Life & Health insurance license
• Strong consultative approach - you 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 communication tools
• Highly organized with strong follow-up habits

Preferred

• 3+ years in retirement planning, financial advising, or annuity sales
• Experience recommending Fixed Indexed Annuities
• Familiarity with annuity illustration platforms and major carriers
• Experience with inbound or marketing-generated leads

Leverage offers a W-2 structure with a competitive base salary and a model that rewards advisors who show up consistently and close thoughtfully.

• Target First-Year Total Compensation: $175,000+ for successful advisors
• Health insurance - company subsidized for employees and families
• Unlimited paid time off
• Technology and equipment provided

Leverage is committed to building a diverse and inclusive workplace and encourages applications from all qualified individuals.