Financial Advisor | Federal Benefits Expert (No Prospecting, Base Comp) @ Magellan Financial & Insurance Services, Inc. | Jobright.ai
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Financial Advisor | Federal Benefits Expert (No Prospecting, Base Comp) jobs in United States
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Magellan Financial & Insurance Services, Inc. ยท 1 day ago

Financial Advisor | Federal Benefits Expert (No Prospecting, Base Comp)

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Actively Hiring
Hiring Manager
Nick Ryan
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Insider Connection @Magellan Financial & Insurance Services, Inc.

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Help federal employees navigate retirement benefits like TSP, pensions, and healthcare.
Deliver engaging workshops to educate and connect with clients.
Turn leads into lifelong clients through a proven, structured planning process.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningRetirement PlanningFederal Benefits SystemsPublic SpeakingClient EngagementRelationship Building

Required

5+ years of experience in financial advising
Ability to simplify complex financial concepts
Strong relationship building skills
Confident presenter and public speaker

Preferred

Familiarity with federal benefits systems
Eagerness to become an expert in federal benefits

Benefits

Full licensing support
E&O coverage

Company

Magellan Financial & Insurance Services, Inc.

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Founded and grown by producers, Magellan Financial & Insurance Services, Inc.

Funding

Current Stage
Early Stage

Leadership Team

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Austin Nachbar
Director of Strategic Partnerships
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Brendon Reed
Director of Strategic Partnerships
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Company data provided by crunchbase
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