Financial Advisor | 100% Virtual jobs in United States
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Magellan Financial & Insurance Services, Inc. · 6 hours ago

Financial Advisor | 100% Virtual

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

Magellan Financial & Insurance Services, Inc. is seeking a remote, fully virtual Financial Advisor to thrive in a process-driven sales environment. The role involves conducting virtual client meetings, leading retirement income planning discussions, and ensuring a compliant, client-first approach to closing business.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
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Responsibilities

Run first appointments and follow-ups with confidence and consistency
Lead retirement income planning and allocation conversations
Discuss protection planning strategies where appropriate
Drive next steps and close business in a compliant, client-first way

Qualification

Life & Health insurance licenseSeries 65Client relationship managementVirtual communicationSales process adherence

Required

Licensed advisor
Life & Health insurance license
Series 65 or 66

Company

Magellan Financial & Insurance Services, Inc.

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The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
dateFounded in 2002
location
Topeka, Kansas, USA
people-size51-200 employees
web-link
https://www.magellanfinancial.com/

Funding

Current Stage
Growth 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