About this opportunity
The Search, LLC lists this Retirement Planning Advisor (Producer) opportunity in west springfield, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About the Role
A boutique retirement planning practice in the West Springfield area is growing from a single-producer firm into a multi-advisor team and is adding an advisor who enjoys meeting new clients, educating them, and earning their business. Leads come in steadily through seminars, referrals, and marketing, so this person spends their time in front of prospects and clients.
What This Person Does
Meets with prospects generated by the firm's seminars, referrals, and marketing
Runs the full sales cycle, from the first conversation through planning, implementation, and onboarding
Recommends retirement income solutions, primarily fixed index annuities, along with some AUM-based planning
Builds long-term client relationships with an education-first approach
Works closely with a small, close-knit team during a growth phase
Compensation
Competitive base salary plus uncapped commission
First-year total compensation targeted around $125-$150K, increasing from there
Requirements
Series 65
State life insurance license (can be obtained within the first 30 days of employment)
Sales or client-facing experience in financial services
Comfortable leading prospect meetings and closing business
Based in or willing to commute to the West Springfield, MA area
What Makes It Compelling
Steady lead flow from established marketing channels
A small, close-knit team known for a people-first culture
Real room to grow as the practice expands
Meaningful work helping local families retire with confidence
Worksite address
west springfield, MA, 01089, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.