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