Financial Advisor Pensacola, FL | Full-Time | Licensed Role We're looking for a proven closer to meet with retirees and pre-retirees and guide them into a confident financial plan — not to manage the relationship afterward. We provide the leads, build the plan, and hand the client off to a dedicated Wealth Manager once you close. Your entire job is meeting qualified prospects and converting them. No cold calling. No prospecting. No account maintenance. Just closing. If you can sit across from someone's retirement savings and get them to a decision with confidence and care, this is built for you. What You'll Do Run 5-10 discovery visits per week with qualified prospects Present financial plans built by our internal planning team Close new clients at or above a 30% conversion target Report weekly on closing ratio, average client fee, and new clients added Maintain CRM notes and communicate service requests to operations Follow up on stalled prospects and revisit past evaluations quarterly What You Bring Proven track record closing new clients in a licensed financial or insurance sales role Confidence and precision under pressure — sharp attention to detail without losing speed Strong verbal and written communication; you build trust fast Self-motivated, able to run your own pipeline with minimal oversight Genuine ease with people — this role lives and dies on rapport, not just numbers Required licensing: Life & Health Insurance + Series 65 or Series 66 Compensation Start at $28.85/hour while you build your book, with uncapped performance bonuses stacking from day one: planning fees ($1,000

• 5,000/case, 100% yours), closing ratio bonus ($1,000
• 1,750/client), self-generated client bonus ($1,500/client, stacks), plus Google review bonuses At target production (5-10 qualified visits/week, 30% close ratio), advisors earn $250,000
• 330,000+ annually — well above both the Pensacola (~$119K) and national (~$151K) advisor averages, with no ceiling for top performers Minimum qualifying case size: $250,000 in investable assets Benefits 401(k) Health insurance Paid time off Relocation assistance

Job Type:

Full-time License/Certification:

Series 65 or 66 (Required) Ability to

Commute:

Pensacola, FL 32502 (Required)

Work Location:

In person

Pay:

From $28.85 per hour Expected hours: No more than 40.0 per week

Benefits:

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

License/Certification:

series 65 or series 66 (Required)

Work Location:

In person