Retirement Planning Advisor — Lead-Driven Growth

Teksky LLC; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Teksky LLC in Columbus, OH is seeking a financial adviser to provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. You will conduct consultations, develop retirement plans, and implement investment/insurance solutions to build a growing client book.

The role focuses on advising pre-retirees, leveraging TV/digital campaigns and live events to generate qualified leads, and closing business through strong client

Qualifications

• Active Series 65 or Series 66 + Series 7 license.
• Active Life & Health Insurance license.
• Experience in retirement planning, wealth management, or financial advising.
• Strong sales, communication, and relationship-building skills.

Responsibilities

• Conduct consultations with qualified prospects.
• Develop and present comprehensive retirement plans.
• Recommend and implement investment and insurance solutions.
• Build lasting client relationships and grow your book of business.

Skills

Sales skills

Communication

Relationship building

Job description

Teksky LLC in Columbus, OH is seeking a financial adviser to provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. You will conduct consultations, develop retirement plans, and implement investment/insurance solutions to build a growing client book.

The role focuses on advising pre-retirees, leveraging TV/digital campaigns and live events to generate qualified leads, and closing business through strong client