Retirement Income Advisor - Remote

Remote Retirement Income Advisor

Overview
We are seeking a motivated Retirement Income Advisor with 2–5 years of experience to join a growing annuity-focused platform. This role is ideal 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.

Why Join the Platform

• Exclusive relationships with top annuity carriers
• 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
• 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
• Strong consultative sales and communication skills
• Demonstrated ability to present solutions and close business
• Comfortable working with provided leads and a structured sales process
• Team-oriented but capable of operating independently
• Series 65 license preferred but not required
• AUM or advisory experience is a plus

Compensation & Growth

• Competitive commission structure with performance-based bonuses
• Opportunity to increase production through lead leverage
• Long-term growth path, including senior advisor or leadership roles
• Potential to expand into broader retirement planning solutions

Who This Role Is Best For

• Advisors looking to scale beyond self-generated business
• Producers seeking better carrier access and product positioning
• Agents wanting a more predictable pipeline with firm-generated leads
• Individuals who value support, structure, and growth without giving up income potential