Retirement Planning Insurance Advisor

Strategies For Wealth Management Ll; Shelton (CT); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Paid time off

Training & development

Job summary

A leading wealth management firm in Connecticut is looking for a Financial Advisor – Insurance Specialist to guide clients on insurance strategies for secure retirement. The role involves educating clients, developing customized financial plans, and building long-term relationships. Ideal candidates should have a background in financial advising with strong communication skills and a client-first mentality. The firm offers a supportive environment with competitive pay and ongoing professional development.

Qualifications

• 2+ years in financial advising or insurance sales.
• Ability to explain complex financial concepts clearly.
• Experience with retirement income strategies.

Responsibilities

• Educate and advise clients on insurance strategies.
• Develop customized plans for financial security.
• Build long-term relationships with clients.

Skills

Client-First Mentality

Strong Communication Skills

Self-Motivated & Results-Driven

Ethical & Professional Approach

Passion for Retirement Planning

Growth-Oriented Mindset

Education

Active Life & Health Insurance License

Series 65 or CFP (not required)

Job description

A leading wealth management firm in Connecticut is looking for a Financial Advisor – Insurance Specialist to guide clients on insurance strategies for secure retirement. The role involves educating clients, developing customized financial plans, and building long-term relationships. Ideal candidates should have a background in financial advising with strong communication skills and a client-first mentality. The firm offers a supportive environment with competitive pay and ongoing professional development.