Retirement Income Advisor (Annuities Focus-TEXAS BASED))
Position Overview- Fully Remote TEXAS BASED
Our Client is seeking motivated Retirement Income Advisor with 2–5 years of experience to join a growing, annuity-focused platform supported by a leading Isurance Marketing Organization (IMO). This role is designed for producers who want to scale their business with institutional-level support, exclusive carrier relationships, and in-house lead generation.
You will work with pre-retirees and retirees to deliver customized retirement income strategies, primarily using annuities, while leveraging a steady flow of qualified prospects and advanced case design support.
Platform Advantages
• Exclusive carrier relationships with top annuity providers
• Backing of a nationally recognized IMO with proven systems and scale
• In-house lead generation
• Dedicated case design and underwriting support
• Streamlined back-office processing and application support
• Ability to focus on client acquisition and closing, not operations
Key Responsibilities
• Conduct retirement planning consultations with pre-retirees and retirees
• Develop and present income-focused strategies using:
• Fixed annuities
• Fixed indexed annuities (FIAs)
• Guaranteed lifetime income riders
• Convert company-provided leads into placed business
• Manage the full client lifecycle from initial meeting through policy delivery
• Collaborate with internal case design teams on complex scenarios
• Maintain compliance with all insurance and suitability standards
• Build long-term client relationships with ongoing service and reviews
Qualifications
• Active Life & Health Insurance License (required)
• 2–5 years of experience in insurance, annuities, or retirement planning
• Demonstrated ability to present financial solutions and close business
• Strong communication and consultative sales skills
• AUM or advisory experience is a plus, but not required
• Comfortable working with provided leads and a structured sales process
• Team-oriented but capable of operating independently
• Series 65 license preferred but not required
Compensation & Growth
• Base Salary+ Full Benefits
• Competitive commission structure with performance-based bonuses
• Opportunity to significantly increase production through lead leverage
• Long-term growth path including senior advisor or leadership roles
• Potential to expand into broader retirement planning solutions over time
Who This Role Is Best For
• Advisors looking to scale beyond self-generated business
• Producers who want better carrier access and product positioning
• Agents seeking a more predictable pipeline through firm-generated leads
• Individuals who value support, structure, and growth without giving up income potential
Apply tot his job
Apply To this Job
Our Client is seeking motivated Retirement Income Advisor with 2–5 years of experience to join a growing, annuity-focused platform supported by a leading Isurance Marketing Organization (IMO). This role is designed for producers who want to scale their business with institutional-level support, exclusive carrier relationships, and in-house lead generation.
You will work with pre-retirees and retirees to deliver customized retirement income strategies, primarily using annuities, while leveraging a steady flow of qualified prospects and advanced case design support.
Platform Advantages
• Exclusive carrier relationships with top annuity providers
• Backing of a nationally recognized IMO with proven systems and scale
• In-house lead generation
• Dedicated case design and underwriting support
• Streamlined back-office processing and application support
• Ability to focus on client acquisition and closing, not operations
Key Responsibilities
• Conduct retirement planning consultations with pre-retirees and retirees
• Develop and present income-focused strategies using:
• Fixed annuities
• Fixed indexed annuities (FIAs)
• Guaranteed lifetime income riders
• Convert company-provided leads into placed business
• Manage the full client lifecycle from initial meeting through policy delivery
• Collaborate with internal case design teams on complex scenarios
• Maintain compliance with all insurance and suitability standards
• Build long-term client relationships with ongoing service and reviews
Qualifications
• Active Life & Health Insurance License (required)
• 2–5 years of experience in insurance, annuities, or retirement planning
• Demonstrated ability to present financial solutions and close business
• Strong communication and consultative sales skills
• AUM or advisory experience is a plus, but not required
• Comfortable working with provided leads and a structured sales process
• Team-oriented but capable of operating independently
• Series 65 license preferred but not required
Compensation & Growth
• Base Salary+ Full Benefits
• Competitive commission structure with performance-based bonuses
• Opportunity to significantly increase production through lead leverage
• Long-term growth path including senior advisor or leadership roles
• Potential to expand into broader retirement planning solutions over time
Who This Role Is Best For
• Advisors looking to scale beyond self-generated business
• Producers who want better carrier access and product positioning
• Agents seeking a more predictable pipeline through firm-generated leads
• Individuals who value support, structure, and growth without giving up income potential
Apply tot his job
Apply To this Job