Magellan Financial & Insurance Services, Inc.
Financial Advisor (Base Salary + ELITE Opportunity)
Magellan Financial & Insurance Services, Inc., Longview, Texas, us, 75606
Ready to Finally Find the Right Fit as a Financial Advisor?Imagine joining a team where you don't have to worry about finding new clients-where they're lined up, ready to meet with
you , eager to learn how you can help them secure a comfortable, worry-free retirement,
while ALSO building out your OWN book of business!
Integrity Financial, an independent retirement planning and wealth management firm, is here to give you that chance.Who We AreIntegrity Financial is a Longview, Texas-based retirement planning firm serving clients who are approaching retirement or in retirement. Our extensive marketing operation-including weekly television shows, radio programs, digital campaigns, and live events-creates a constant demand for our services. This means your calendar will be full of prospects who are eager for guidance and expertise.About:Your Schedule, Full of Prospects : You'll never need to prospect again. Our proven marketing funnels keep your schedule packed with people seeking our help.Comprehensive Financial Planning : We offer fee-based investments (AUM), fixed-indexed annuities, and life insurance-allowing you to craft holistic financial plans tailored to each client.An Environment for Growth : You'll be surrounded by a team that values constant learning, development, and growth. We believe in helping you reach your full potential while you help others do the same.A Team and Client-Centric Culture : If you're looking for a collaborative, supportive workplace that feels like family, this is it. We're people-driven and dedicated to making a positive impact on every client and family we serve.Responsibilities:Engage with a steady stream of warm leads
provided by our marketing operation, meeting with potential clients and turning their goals into actionable, personalized financial plans.Develop and Present Financial Plans : Use your expertise to create holistic plans that incorporate investments, retirement strategies, and insurance solutions.Build Lasting Relationships : Guide clients through every step of the planning process, building trust, educating them, and ultimately securing their confidence in you as their advisor.Stay on Top of Market Trends : Keep yourself updated on investment products, tax laws, and retirement planning strategies so you can offer top-tier advice to every client.Qualifications:Licensing : Active Life and Health Insurance License & Series 65 or 66 License.Experience : A solid foundation in financial planning and some client-facing experience; knowledge of the retirement and investment planning world is a strong advantage.Sales & Closing Skills : Exceptional communication skills, the ability to present plans persuasively, and a passion for guiding people to make the best decisions for their future.Drive & Motivation : We're looking for someone who's self-motivated, money-driven, and enthusiastic about growing with us long-term.At Integrity Financial, we offer the
freedom
to focus on what you do best-helping clients. You'll never have to worry about finding prospects; we bring them to you. Here, you can focus on growing and becoming the best advisor you can be, all while making a real difference in people's lives.This is an in-office role based in Longview, Texas. Remote applicants will not be considered.Integrity Financial is an equal-opportunity employer.
you , eager to learn how you can help them secure a comfortable, worry-free retirement,
while ALSO building out your OWN book of business!
Integrity Financial, an independent retirement planning and wealth management firm, is here to give you that chance.Who We AreIntegrity Financial is a Longview, Texas-based retirement planning firm serving clients who are approaching retirement or in retirement. Our extensive marketing operation-including weekly television shows, radio programs, digital campaigns, and live events-creates a constant demand for our services. This means your calendar will be full of prospects who are eager for guidance and expertise.About:Your Schedule, Full of Prospects : You'll never need to prospect again. Our proven marketing funnels keep your schedule packed with people seeking our help.Comprehensive Financial Planning : We offer fee-based investments (AUM), fixed-indexed annuities, and life insurance-allowing you to craft holistic financial plans tailored to each client.An Environment for Growth : You'll be surrounded by a team that values constant learning, development, and growth. We believe in helping you reach your full potential while you help others do the same.A Team and Client-Centric Culture : If you're looking for a collaborative, supportive workplace that feels like family, this is it. We're people-driven and dedicated to making a positive impact on every client and family we serve.Responsibilities:Engage with a steady stream of warm leads
provided by our marketing operation, meeting with potential clients and turning their goals into actionable, personalized financial plans.Develop and Present Financial Plans : Use your expertise to create holistic plans that incorporate investments, retirement strategies, and insurance solutions.Build Lasting Relationships : Guide clients through every step of the planning process, building trust, educating them, and ultimately securing their confidence in you as their advisor.Stay on Top of Market Trends : Keep yourself updated on investment products, tax laws, and retirement planning strategies so you can offer top-tier advice to every client.Qualifications:Licensing : Active Life and Health Insurance License & Series 65 or 66 License.Experience : A solid foundation in financial planning and some client-facing experience; knowledge of the retirement and investment planning world is a strong advantage.Sales & Closing Skills : Exceptional communication skills, the ability to present plans persuasively, and a passion for guiding people to make the best decisions for their future.Drive & Motivation : We're looking for someone who's self-motivated, money-driven, and enthusiastic about growing with us long-term.At Integrity Financial, we offer the
freedom
to focus on what you do best-helping clients. You'll never have to worry about finding prospects; we bring them to you. Here, you can focus on growing and becoming the best advisor you can be, all while making a real difference in people's lives.This is an in-office role based in Longview, Texas. Remote applicants will not be considered.Integrity Financial is an equal-opportunity employer.