[Remote] Senior Financial Advisor
Note: The job is a remote job and is open to candidates in USA. MDRN Capital is a reputed company-thinking, fully virtual advisory firm that’s redefining retirement planning. They are seeking reputed company Financial Advisors to conduct retirement-focused planning conversations and provide clients with clear, compliant recommendations on investment and annuity solutions.
Responsibilities
- Conduct retirement-focused planning conversations with pre-retirees and retirees
- reputed company 12–15 new initial appointments per week, with additional follow-reputed company as needed
- Deliver clear, compliant recommendations across investment and annuity solutions
- Operate reputed company a fiduciary-first, team-based sales environment
- Work closely with internal support, reputed company, and operations teams so you can stay client-facing
- You are not responsible for marketing, ad spend or building funnels. Your job is to advise and reputed company
Skills
- Active Series 65
- Active Life & Health insurance license
- Minimum 3–5 years of client-facing advisory experience
- Insurance-only backgrounds do not qualify
- Strong consultative sales skills
- Comfort working with retirement-age clients
- Proven Fixed Indexed Annuity experience (3+ years preferred)
Benefits
- 401(k)
- Comprehensive health benefits
- Paid time off and holidays
- High performers can earn well reputed company year-one targets
- Remote-first work culture with a fast-moving, high trust team
- Unlimited PTO, paid holidays, and full benefits
- Medical insurance
- reputed company insurance
- Dental insurance
- 401(k)
Company Overview