Financial Services Professional
2 weeks ago
Magellan Financial & Insurance Services, Inc. is a leading independent retirement planning, wealth management, and Registered Investment Advisory firm. Our company is expanding rapidly due to our extensive marketing operation, which includes a strong presence on local and national TV, radio, digital marketing, and live events.
Your RoleAs a Financial Advisor at Magellan Financial & Insurance Services, Inc., you'll be the trusted guide for our clients, leading them through our comprehensive financial planning process. Your day-to-day responsibilities will include:
- Meeting with prospective clients, understanding their financial goals, and building tailored financial plans.
- Managing and growing client portfolios using fee-based investments, fixed-indexed annuities, and life insurance.
- Communicating complex financial concepts in a clear, easy-to-understand manner.
- Following up with clients regularly to review and adjust their financial plans as needed.
- Continuously learning and improving your financial planning and sales skills through ongoing training and development.
We're seeking someone who is not just good but GREAT with people, reliable, and coachable. The perfect candidate for this role is:
- An active holder of Life and Health Insurance Licenses and a Series 65 or 66 License.
- Experienced in sales and financial planning, with strong closing skills.
- Motivated by helping others and achieving personal and professional growth.
- A great communicator who can build trust and rapport with clients.
- Hardworking, dependable, and eager to learn and follow our proven processes.
Please note that this position is not accepting remote applicants. Magellan Financial & Insurance Services, Inc. is an equal opportunity employer.
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Financial Services Professional
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Financial Services Professional
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Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full timeAbout UsMagellan 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 and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to...
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