Magellan Financial & Insurance Services, Inc.
Financial Advisor (ELITE Marketing + No Prospecting)
Magellan Financial & Insurance Services, Inc., Cartersville, Georgia, United States, 30120
Director of Business Development – Cartersville, GA.
Magellan Financial & Insurance Services, Inc. is a fast-growing, independent financial advisory firm dedicated to helping pre‑retirees and retirees achieve financial confidence through comprehensive retirement planning. With a new office in Cartersville, we are looking for an experienced and driven Financial Advisor to lead and grow our presence in this region.
Compensation : $80,000 - $120,000 Base Salary + Commissions, Bonuses, etc.
Key Responsibilities
Lead the Cartersville Office: Serve as the primary advisor overseeing client relationships and business development in the new market.
Work with Qualified Leads: Meet with pre‑screened prospects provided by the firm, understand their retirement objectives, and guide them through a tailored planning process.
Deliver Holistic Retirement Plans: Create personalized strategies utilizing AUM solutions, fixed indexed annuities, and other financial products aligned with client goals.
Drive Business Growth: Convert prospects into long‑term clients through relationship‑focused, consultative conversations.
Maintain Client Relationships: Offer ongoing support and service to ensure client satisfaction, retention, and continued success of financial plans.
Educate and Empower: Clearly explain investment options and retirement strategies in a way that is accessible and engaging for clients nearing or in retirement.
What We’re Looking For
Proven Experience as a Financial Advisor: A strong track record of converting qualified prospects into long‑term clients, particularly in the retirement planning space.
Client‑Centered Philosophy: A consultative approach that builds trust and emphasizes education over sales pressure.
Excellent Communication Skills: Confident in leading discussions, simplifying complex topics, and delivering clear, persuasive recommendations.
Why Join Your Wealth?
No prospecting or cold‑calling – qualified leads provided.
Strong support from a proven marketing engine.
Leadership opportunity in a new and growing market.
Competitive base salary plus generous commissions and bonuses.
Be part of a client‑focused, mission‑driven advisory team.
Additional Details Seniority level: Not Applicable
Employment type: Full‑time
Job function: Finance, Sales, and Business Development
Industries: Insurance, Investment Management, and Investment Advice
If you’re ready to take the next step in your financial advising career and want to lead a new market with a flow of warm leads, we’d love to hear from you.
#J-18808-Ljbffr
Compensation : $80,000 - $120,000 Base Salary + Commissions, Bonuses, etc.
Key Responsibilities
Lead the Cartersville Office: Serve as the primary advisor overseeing client relationships and business development in the new market.
Work with Qualified Leads: Meet with pre‑screened prospects provided by the firm, understand their retirement objectives, and guide them through a tailored planning process.
Deliver Holistic Retirement Plans: Create personalized strategies utilizing AUM solutions, fixed indexed annuities, and other financial products aligned with client goals.
Drive Business Growth: Convert prospects into long‑term clients through relationship‑focused, consultative conversations.
Maintain Client Relationships: Offer ongoing support and service to ensure client satisfaction, retention, and continued success of financial plans.
Educate and Empower: Clearly explain investment options and retirement strategies in a way that is accessible and engaging for clients nearing or in retirement.
What We’re Looking For
Proven Experience as a Financial Advisor: A strong track record of converting qualified prospects into long‑term clients, particularly in the retirement planning space.
Client‑Centered Philosophy: A consultative approach that builds trust and emphasizes education over sales pressure.
Excellent Communication Skills: Confident in leading discussions, simplifying complex topics, and delivering clear, persuasive recommendations.
Why Join Your Wealth?
No prospecting or cold‑calling – qualified leads provided.
Strong support from a proven marketing engine.
Leadership opportunity in a new and growing market.
Competitive base salary plus generous commissions and bonuses.
Be part of a client‑focused, mission‑driven advisory team.
Additional Details Seniority level: Not Applicable
Employment type: Full‑time
Job function: Finance, Sales, and Business Development
Industries: Insurance, Investment Management, and Investment Advice
If you’re ready to take the next step in your financial advising career and want to lead a new market with a flow of warm leads, we’d love to hear from you.
#J-18808-Ljbffr