Magellan Financial & Insurance Services, Inc. · 1 day ago
Financial Advisor
DFW Metroplex
Full-time
Onsite
Senior LevelMagellan Financial & Insurance Services, Inc. is seeking a Financial Advisor to lead retirement planning conversations and convert warm opportunities into clients. This role focuses on delivering a clear, documented retirement roadmap while ensuring a high-trust client experience.
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