Retirement Income Advisor (Remote)

About the role

Leverage helps pre-retirees and retirees build retirement income plans so they can spend, travel, give, and live without fear. We're not just managing money. We're engineering retirement certainty. Our advisors work with a steady stream of qualified prospects generated through our national media partnerships and internal marketing efforts. No cold calling. No prospecting. Just meaningful conversations with people who are ready to make a plan.

What You'll Do

• Lead retirement income planning conversations with pre-retirees and retirees across the country
• Evaluate each client's situation and recommend appropriate strategies, including guaranteed income solutions when they fit
• Present and explain annuity solutions including Fixed Indexed Annuities in plain, confident language
• Run illustrations and income scenarios using products from our top-rated carrier partners
• Guide clients from first conversation through application and onboarding
• Engage via phone, email, text, and virtual meetings - wherever clients are
• Keep clean records, activity logs, and follow-ups in Salesforce
• Collaborate with the team to keep improving the process and client experience

What You Bring

• Required:
  • Active Series 65 license
  • Active Life & Health insurance license
  • Strong consultative approach - you lead with questions, not products
  • Experience working with retirement-age clients on income planning
  • Ability to explain complex financial concepts in plain language
  • Comfort in a technology-enabled environment with CRM and digital communication tools
  • Highly organized with strong follow-up habits
• Preferred:
  • 3+ years in retirement planning, financial advising, or annuity sales
  • Experience recommending Fixed Indexed Annuities
  • Familiarity with annuity illustration platforms and major carriers
  • Experience with inbound or marketing-generated leads

Compensation & Benefits

• Compensation:
  • Base Salary: $65,000
  • Target First-Year Total Compensation: $175,000+
• Benefits:
  • Health insurance - company subsidized for employees and families
  • 401(k) retirement plan
  • Unlimited paid time off
  • Technology and equipment provided

Company

Leverage is committed to building a diverse and inclusive workplace and encourages applications from all qualified individuals.