Retirement Advisor Position Available In Greene, Missouri

Retirement Advisor Lasting Mark Springfield, MO Job Details Full-time Estimated:

$71K – $89.9K a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Sales Series 66 Mid-level Sales experience (1-2 years) Financial services Series 65 Life & Health Insurance License 2 years Communication skills Full Job Description Retirement Advisor –

Lasting Mark Retirement Group Location:

Springfield, MO Type:

Full-Time | W2 | In-Office | Base + Bonus +

Benefits Experience:

Mid-Senior Make Your Mark If you’re ready to grow with a company that’s redefining retirement planning—and you have the licenses, experience, and passion to make a difference—apply today and join the momentum at Company Overview We are a national insurance broker with key offices in Louisville, KY, Springfield, MO, and Columbus, OH. Our commitment is to transform how Americans plan for retirement. Our mission is to help families retire confidently with customized strategies that address taxes, market risk, long-term care, and investment fees. With a track record of doubling in size over the past three years, we’re looking for experienced, growth-minded professionals to join our expanding team. Position Overview We’re seeking a licensed Retirement Advisor who is passionate about guiding clients toward financial security in retirement. This is a full-time, W2 position that includes base salary, a lucrative quarterly bonus program, and group health benefits. Our advisors are supported by a high-performance marketing engine that delivers warm, qualified leads through referral partnerships and targeted direct-to-market campaigns. Advisors focus on doing what they do best—helping clients—without the stress of business development or out-of-pocket marketing costs. Over 90% of appointments are conducted via Zoom, giving our team the flexibility and efficiency to serve more clients across the country. What You’ll Do Conduct Zoom-based retirement planning consultations with pre-qualified prospects. Build customized financial strategies tailored to individual retirement needs. Educate clients on income planning, tax-efficient strategies, investment risk management, and legacy planning. Collaborate with internal teams to deliver a seamless client experience. Maintain all necessary licenses and continuing education requirements. What We’re Looking For 2+ years of financial services or retirement planning experience. Series 65 or 66 securities license (required to obtain license within the first six months of employment). Active Life and Health Insurance License (required). Proven ability to build trust and close business in a consultative sales environment. Strong virtual communication skills and comfort with Zoom-based client meetings. Highly motivated, ethical, and goal-driven professional. What We Offer W2 employment status – stability and benefits, not a 1099 contract role. Base salary plus quarterly bonus incentives. Group health insurance (medical, dental, vision). Company-paid marketing and lead generation – no prospecting required. Warm leads from direct response campaigns and referrals. Virtual-first model – 90%+ of appointments via Zoom. Access to ongoing training, support, and growth opportunities within a fast-scaling firm.

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Compensation Package:

Bonus opportunities

Work Location:

Hybrid remote in Springfield, MO 65802