Magellan Financial & Insurance Services, Inc.
Financial Advisor (Base Salary | No Prospecting)
Magellan Financial & Insurance Services, Inc., Houston, Texas, United States, 77246
Financial Advisor (Base Salary | No Prospecting)
Be among the first 25 applicants
Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $95,000.00/yr - $350,000.00/yr
Additional compensation types Annual Bonus and Commission
Direct message the job poster from Magellan Financial & Insurance Services, Inc.
Financial Advisor – Elite Client Closing Let our marketing engine fill your calendar. You just close the business.
For the elite financial advisor who is tired of the endless grind of cold-calling and lead generation, this is a career-defining opportunity. Roberts Wealth Management has built a powerful, multi-state marketing engine for one reason: to fill the calendars of our advisors with a consistent flow of pre‑qualified, high‑value retirement‑aged prospects.
We don’t need you to find clients. We need you to close them.
This is not a typical advisor role; it is a strategic platform for a proven sales professional to focus exclusively on high‑value, client‑facing activities. You will step into a system where the marketing, administrative, and operational burdens are handled by a dedicated internal team. Your sole mandate is to leverage our proprietary “Roberts Way” planning process to convert warm leads into long‑term clients, gather assets, and drive revenue. Success is measured by your ability to diagnose needs, present compelling solutions, and decisively close new business in a structured, high‑volume environment.
Your Role & Responsibilities
Command a full calendar
of firm‑generated prospect meetings, conducting comprehensive discovery sessions to uncover client goals, risk tolerance, and retirement income needs.
Architect and present tailored financial plans
that integrate managed money solutions (AUM) and fixed indexed annuities (FIAs) to solve complex retirement challenges.
Convert qualified prospects into clients
by articulating clear, compelling recommendations, confidently handling objections, and guiding them to implementation.
Leverage a dedicated support team —including paraplanners, application specialists, and client service staff—to manage all non‑client‑facing workflow, from plan preparation to paperwork processing.
Drive significant personal income
by meeting and exceeding firm benchmarks for client conversion rates, assets gathered, and annuity production in an uncapped commission environment.
Operate with fiduciary integrity , maintaining immaculate compliance documentation and ensuring every recommendation serves the client’s best interest.
Required Qualifications & Attributes
Active Life Insurance License
Minimum 2+ years
of documented success in a client‑facing financial sales role with a proven track record of closing business and meeting production targets.
Impeccable compliance record
and a commitment to the fiduciary standard.
Exceptional communication skills
and the ability to build immediate rapport and trust with mass affluent retirees.
Preferred Experience
Direct experience
serving the mass affluent retirement market ($500K–$5M+ investable assets).
Deep product knowledge
in both fee‑based managed money and fixed indexed annuities.
The Roberts Wealth Platform We are a rapidly expanding independent RIA built on a foundation of family heritage and marketing dominance. Joining our Mandeville office means gaining access to an enterprise‑level infrastructure designed for top producers. We provide the brand, the leads, the operational backbone, and the uncapped compensation potential. We are looking for an ambitious, metrics‑driven closer who is ready to capitalize on the opportunity.
Take the Next Step If you are a proven closer ready to capitalize on a system‑driven opportunity, we invite you to apply.
Seniority level Not Applicable
Employment type Full‑time
Job function Finance, Sales, and Business Development
Industries Insurance, Investment Advice, and Investment Management
#J-18808-Ljbffr
Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $95,000.00/yr - $350,000.00/yr
Additional compensation types Annual Bonus and Commission
Direct message the job poster from Magellan Financial & Insurance Services, Inc.
Financial Advisor – Elite Client Closing Let our marketing engine fill your calendar. You just close the business.
For the elite financial advisor who is tired of the endless grind of cold-calling and lead generation, this is a career-defining opportunity. Roberts Wealth Management has built a powerful, multi-state marketing engine for one reason: to fill the calendars of our advisors with a consistent flow of pre‑qualified, high‑value retirement‑aged prospects.
We don’t need you to find clients. We need you to close them.
This is not a typical advisor role; it is a strategic platform for a proven sales professional to focus exclusively on high‑value, client‑facing activities. You will step into a system where the marketing, administrative, and operational burdens are handled by a dedicated internal team. Your sole mandate is to leverage our proprietary “Roberts Way” planning process to convert warm leads into long‑term clients, gather assets, and drive revenue. Success is measured by your ability to diagnose needs, present compelling solutions, and decisively close new business in a structured, high‑volume environment.
Your Role & Responsibilities
Command a full calendar
of firm‑generated prospect meetings, conducting comprehensive discovery sessions to uncover client goals, risk tolerance, and retirement income needs.
Architect and present tailored financial plans
that integrate managed money solutions (AUM) and fixed indexed annuities (FIAs) to solve complex retirement challenges.
Convert qualified prospects into clients
by articulating clear, compelling recommendations, confidently handling objections, and guiding them to implementation.
Leverage a dedicated support team —including paraplanners, application specialists, and client service staff—to manage all non‑client‑facing workflow, from plan preparation to paperwork processing.
Drive significant personal income
by meeting and exceeding firm benchmarks for client conversion rates, assets gathered, and annuity production in an uncapped commission environment.
Operate with fiduciary integrity , maintaining immaculate compliance documentation and ensuring every recommendation serves the client’s best interest.
Required Qualifications & Attributes
Active Life Insurance License
Minimum 2+ years
of documented success in a client‑facing financial sales role with a proven track record of closing business and meeting production targets.
Impeccable compliance record
and a commitment to the fiduciary standard.
Exceptional communication skills
and the ability to build immediate rapport and trust with mass affluent retirees.
Preferred Experience
Direct experience
serving the mass affluent retirement market ($500K–$5M+ investable assets).
Deep product knowledge
in both fee‑based managed money and fixed indexed annuities.
The Roberts Wealth Platform We are a rapidly expanding independent RIA built on a foundation of family heritage and marketing dominance. Joining our Mandeville office means gaining access to an enterprise‑level infrastructure designed for top producers. We provide the brand, the leads, the operational backbone, and the uncapped compensation potential. We are looking for an ambitious, metrics‑driven closer who is ready to capitalize on the opportunity.
Take the Next Step If you are a proven closer ready to capitalize on a system‑driven opportunity, we invite you to apply.
Seniority level Not Applicable
Employment type Full‑time
Job function Finance, Sales, and Business Development
Industries Insurance, Investment Advice, and Investment Management
#J-18808-Ljbffr