Magellan Financial & Insurance Services, Inc. · 2 days ago
Lead Financial Advisor | No Prospecting, Warm Appointments
DFW Metroplex
Full-time
Onsite
Senior LevelMagellan Financial & Insurance Services, Inc. is seeking a Lead Financial Advisor to guide retirement planning conversations and convert warm opportunities into clients. This role emphasizes a client-first process and requires no prospecting, allowing the advisor to focus on planning and closing.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Lead retirement planning conversations and guide prospects from "unsure" to "confident" with a written plan
Convert warm opportunities into clients through a consultative, values-based close
Implement holistic solutions across fee-based investments, fixed indexed annuities, and life insurance (based on fit)
Follow a proven step-by-step process to deliver a consistent, high-trust client experience
Partner with service + operations to ensure smooth onboarding and long-term client retention
Raise the bar: bring ideas, coachability, and leadership energy to help refine the advisor playbook
Qualification
Required
Active Life & Health insurance license
Active Series 65 or 66
Proven sales results in retirement planning / wealth management conversations
Strong communication skills with clients typically 50–75
Coachable, process-driven, and comfortable being held to clear standards
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase