Magellan Financial & Insurance Services, Inc.
Financial Advisors (Lead Flow + No Prospecting) (Thomaston)
Magellan Financial & Insurance Services, Inc. - Thomaston, Connecticut, us, 06787
Work at Magellan Financial & Insurance Services, Inc.
Overview
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Overview
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.
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
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.
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
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.