Financial Advisor (No Prospecting + Set Appointments) Job at Magellan Financial & Insurance Services, Inc., Thomaston, CT

NnlNSit2ZWd3Z29TbWwvcjRTam9TSjNlcnc9PQ==
  • Magellan Financial & Insurance Services, Inc.
  • Thomaston, CT

Job Description

Are you a passionate Financial Advisor seeking a role where your skills directly impact individuals' futures? At Quality Senior Benefits LLC, we're not just offering a job—we're inviting you to be part of a mission-driven team dedicated to empowering clients in their retirement journey.

About Us:

Quality Senior Benefits LLC is a leading independent retirement planning and wealth management firm based in Thomaston, CT. Our rapid growth is fueled by a robust marketing strategy, including national TV and radio campaigns, digital outreach, and live events. This approach ensures our advisors have a steady stream of qualified prospects eager for our expertise.

Why Join Our Team?

  • No Cold Calling: Our marketing efforts provide you with pre-qualified leads, allowing you to focus on what you do best—advising clients.
  • Comprehensive Support: Benefit from a team that handles scheduling, client onboarding, and administrative tasks.
  • Impactful Work: Help clients aged 50–75 navigate retirement planning, investment strategies, and insurance solutions.
  • Growth Opportunities: Be part of a firm that values professional development and offers clear pathways for advancement.

Your Role:

  • Client Engagement: Meet with clients to assess their financial goals and develop tailored plans.
  • Plan Development: Utilize our comprehensive financial planning process to create strategies involving fee-based investments, fixed-indexed annuities, and life insurance.
  • Relationship Building: Foster long-term relationships, ensuring clients feel supported throughout their retirement journey.
  • Continuous Learning: Stay updated on financial trends and regulations to provide clients with informed advice.

What We're Looking For:

  • Licensing: Active Life & Health and Series 65 licenses.
  • Experience: Proven track record in financial advising, with a focus on retirement planning.
  • Communication Skills: Ability to explain complex financial concepts in a clear, relatable manner.
  • Motivation: A self-starter attitude with a passion for helping others achieve financial security.

Take the Next Step:

If you're ready to make a meaningful impact and grow your career with a firm that values your expertise, we want to hear from you.

Note: This position requires on-site presence in Renton, WA. Remote applicants will not be considered.

Quality Senior Benefits LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Tags

Remote job,

Similar Jobs

Lenmar Consulting Inc

Entry Level Brokerage / Trading Operations Analysts Job at Lenmar Consulting Inc

 ...Lenmar Consulting is seeking several Entry-Level / Junior Operations Analysts to help us...  ...management Responding to client queries relating to positions, corporate action bookings...  ...extensive client interaction both internally and externally so the ability to maintain... 

NTD

Video Photojournalist Job at NTD

The Epoch Times's sister media, NTD DC Bureau, is seeking a skilled and experienced photojournalist to join our team and cover news events, both live and recorded, around Washington, DC, including Capitol Hill, the White House, and various other government agencies. ...

Bath Concepts Independent Dealers

Window Installers Job at Bath Concepts Independent Dealers

 ...Join the Total Remodeling Team Window Installer Apply Now or Call to Schedule Interview (***) ***-**** At Total Remodeling , we dont just replace windowswe improve homes and deliver peace of mind. As a fully licensed and insured contractor, our mission is... 

7-Eleven

Associate Category Manager, Laredo Taco Company & Roost Job at 7-Eleven

 ...JOB SUMMARY : Were looking for a highly motivated Associate Category Manager to support the growth of our Laredo Taco Company and Roost restaurant brands. In this role, youll work closely with Category Managers to develop and execute category strategies, manage product... 

Mastech Digital

Full Stack Java Developer Job at Mastech Digital

 ...OVERVIEW: We are looking for a talented, senior full stack developer to work to on a fast-moving project to migrate our exiting monolith...  ..., or a related field. Ability to complete all phases of software development life cycle including analysis, functionality, testing...