Financial Services Professional

7 hours ago


Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full time
About Us

Magellan Financial & Insurance Services, Inc. is a leading provider of comprehensive financial planning and wealth management services. Our team of experts is dedicated to helping individuals and families achieve their financial goals.

Your Role

As a Financial Advisor at Magellan Financial & Insurance Services, Inc., you will be responsible for providing personalized financial planning and investment advice to our clients. Your primary goal will be to help our clients achieve their financial objectives and secure their financial future.

Key Responsibilities
  • Meet with clients to understand their financial goals and develop tailored financial plans
  • Manage and grow client portfolios using a range of investment products, including fee-based investments and fixed-indexed annuities
  • Communicate complex financial concepts in a clear and easy-to-understand manner
  • Follow up with clients regularly to review and adjust their financial plans as needed
  • Stay up-to-date with industry developments and best practices through ongoing training and professional development
Requirements
  • Active holder of Life and Health Insurance Licenses and a Series 65 or 66 License
  • Experience in sales and financial planning, with strong closing skills
  • Motivated by helping others and achieving personal and professional growth
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer

We offer a competitive compensation package, including a base salary and commissions, bonuses, and other incentives. Our team is dedicated to providing a supportive and collaborative work environment, and we offer ongoing training and professional development opportunities to help you achieve your career goals.

We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to excellence and customer service.



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