Senior Virtual Retirement Advisor – Team-Based Planning

Retirement Capital; United States; Remote; USD 135,000 - 165,000; Full time

Benefits offered by this job

Base salary negotiable based on experience

Target first-year total compensation: $150,000+

401(k)

Paid time off and holidays

Job summary

A financial advisory firm in the United States is seeking an experienced Lead Advisor to conduct retirement-focused planning conversations and lead client meetings. This role emphasizes consultative sales and requires an active Life & Health insurance license alongside 1-5 years of advisory experience. The unique digital-first, team-based environment supports advisors through back-office assistance, enabling effective client interactions and holistic retirement planning. Competitive compensation and a focus on personal connection set this role apart.

Qualifications

• Proven Fixed Indexed Annuity experience preferred (1+ years).
• Experience with retirement income planning and distribution.
• Confidence building trust in virtual appointments.

Responsibilities

• Conduct retirement-focused planning conversations.
• Lead appointments with qualified opportunities.
• Deliver clear recommendations across investment and annuity solutions.

Skills

Strong consultative sales skills

Comfortable working with retirement-age clients

Education

Active Life & Health insurance license

1-5 years of client-facing advisory experience

Job description

A financial advisory firm in the United States is seeking an experienced Lead Advisor to conduct retirement-focused planning conversations and lead client meetings. This role emphasizes consultative sales and requires an active Life & Health insurance license alongside 1-5 years of advisory experience. The unique digital-first, team-based environment supports advisors through back-office assistance, enabling effective client interactions and holistic retirement planning. Competitive compensation and a focus on personal connection set this role apart.