Retirement-Sales Advisor (W-2) with Firm-Provided Leads

Impact! Partners Financial; Houston (TX); Vor Ort; USD 60.000 - 100.000; Vollzeit

Benefits dieser Stelle

401(k)

Health insurance

Salary support

Commission upside

Zusammenfassung

Impact! Partners Financial in Houston is seeking a Financial Advisor to leverage firm-provided leads and succeed without cold prospecting. This role involves engaging with retirees about retirement strategies and converting leads into clients.

You will benefit from salary support, commission opportunities, and continuous training on products. The ideal candidate will excel in presentations and have a proven track record in financial advising. Join a supportive environment focused on real client conversations.

Qualifikationen

• Proven financial-advisor or retirement-sales experience with real closing ability.
• Confidence in presenting to groups and leading seminars.
• Discipline to work firm-provided leads quickly and professionally.

Aufgaben

• Convert firm-generated demand into new client relationships.
• Engage in retirement income, advisory services, and legacy planning discussions.
• Conduct seminars or educational events efficiently.

Kenntnisse

Financial-advisor experience

Presentation skills

Client-facing credibility

Strong closing ability

Interest in W-2 advisor model

Jobbeschreibung

Impact! Partners Financial in Houston is seeking a Financial Advisor to leverage firm-provided leads and succeed without cold prospecting. This role involves engaging with retirees about retirement strategies and converting leads into clients.

You will benefit from salary support, commission opportunities, and continuous training on products. The ideal candidate will excel in presentations and have a proven track record in financial advising. Join a supportive environment focused on real client conversations.