Financial Advisor

About the role

Help Clients Protect Their Retirement. Build a Career With Unlimited Growth Potential. Complete Family Protection is one of the fastest‑growing insurance organizations in the country, helping thousands of families each year with Medicare, life insurance, retirement planning, and financial protection solutions. We currently add more than 1,000 new clients every month and are expanding our Wealth Division to better serve those clients with retirement income, annuity, and wealth preservation strategies. We are seeking a Wealth & Annuity Specialist who is passionate about helping clients make important retirement decisions while building long‑term relationships and creating meaningful financial outcomes. This position is based in our office and serves clients nationwide through telephone and video appointments.

Responsibilities

• Conduct retirement planning and annuity consultations with clients across the United States via telephone and video conference
• Meet with clients referred internally from our Medicare, Life Insurance, and Client Service teams
• Conduct retirement and financial discovery conversations
• Educate clients on fixed annuities, fixed indexed annuities (FIAs), MYGAs, and other non‑securities retirement solutions
• Help clients evaluate income planning, asset preservation, and wealth transfer strategies
• Present recommendations based on client goals, needs, and risk tolerance
• Proactively contact existing clients to identify retirement planning and annuity opportunities
• Conduct periodic client reviews and follow‑up conversations
• Build and maintain a consistent pipeline through both internal referrals and proactive outreach
• Maintain accurate CRM documentation and client records
• Work closely with leadership to continue refining and improving our retirement planning process
• Help establish best practices as we continue building and expanding our Wealth Division

Requirements

• Driven and highly motivated
• Relationship‑oriented
• Coachable and eager to learn
• Comfortable discussing financial concepts with clients
• Organized and detail‑oriented
• Able to build trust quickly
• A strong communicator over the phone and through video conferencing
• Naturally curious and skilled at uncovering client needs
• A self‑starter who takes initiative and ownership
• Excited about helping clients make important retirement decisions
• Preference for backgrounds in banking, financial services, insurance, retirement planning, wealth management support, client relationship management, business development, or consultative sales
• Bachelor's degree (preferred but not required)
• Prior sales experience

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Parental Leave
• Hands on Training
• Career Growth Opportunities

Pay

Base Salary: $75,000; commissions based on production; expected OTE $150,000 annually; top performers can exceed $200,000 per year. Salary range: $75,000.00 per year.

Schedule

Monday‑Friday schedule.