Retirement Income Advisor (Annuities Focus-TEXAS BASED))
Position Overview- Fully Remote TEXAS BASED Our Client is seeking motivated Retirement Income Advisor with 2–5 years of experience to join a growing, annuity-focused platform supported by a leading Isurance Marketing Organization (IMO). This role is designed for producers who want to scale their business with institutional-level support, exclusive carrier relationships, and in-house lead generation. You will work with pre-retirees and retirees to deliver customized retirement income strategies, primarily using annuities, while leveraging a steady flow of qualified prospects and advanced case design support. Platform Advantages
- Exclusive carrier relationships with top annuity providers
- Backing of a nationally recognized IMO with proven systems and scale
- In-house lead generation
- Dedicated case design and underwriting support
- Streamlined back-office processing and application support
- Ability to focus on client acquisition and closing, not operations
Key Responsibilities
- Conduct retirement planning consultations with pre-retirees and retirees
- Develop and present income-focused strategies using:
- Fixed annuities
- Fixed indexed annuities (FIAs)
- Guaranteed lifetime income riders
- Convert company-provided leads into placed business
- Manage the full client lifecycle from initial meeting through policy delivery
- Collaborate with internal case design teams on complex scenarios
- Maintain compliance with all insurance and suitability standards
- Build long-term client relationships with ongoing service and reviews
Qualifications
- Active Life & Health Insurance License (required)
- 2–5 years of experience in insurance, annuities, or retirement planning
- Demonstrated ability to present financial solutions and close business
- Strong communication and consultative sales skills
- AUM or advisory experience is a plus, but not required
- Comfortable working with provided leads and a structured sales process
- Team-oriented but capable of operating independently
- Series 65 license preferred but not required
Compensation & Growth
- Base Salary+ Full Benefits
- Competitive commission structure with performance-based bonuses
- Opportunity to significantly increase production through lead leverage
- Long-term growth path including senior advisor or leadership roles
- Potential to expand into broader retirement planning solutions over time
Who This Role Is Best For
- Advisors looking to scale beyond self-generated business
- Producers who want better carrier access and product positioning
- Agents seeking a more predictable pipeline through firm-generated leads
- Individuals who value support, structure, and growth without giving up income potential