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Retirement Income Consultant

Job

Insight Global

Charlotte, NC (In Person)

$100,000 Salary, Full-Time

Posted 4 days ago (Updated 14 hours ago) • Actively hiring

Expires 7/21/2026

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Job Description

Retirement Income Consultant at Insight Global Retirement Income Consultant at Insight Global in Charlotte, North Carolina Posted in 1 day ago.
Type:
full-time
Job Description:
Must-Haves 2+ years of experience in a retirement consulting role Series 6 or 7 Series 63 or 66 SIE Life and Health Insurance License Willingness to obtain additional FINRA licenses
Plusses:
Fully licensed candidates (Series 6 and 7, 63, 66, and life and health) Background in financial services, broker/dealer, or insurance 3+ years of experience advising clients in retirement planning
Day-to-Day:
Manage 120-150 active clients through the retirement transition process Conduct 17-20 meetings per week, including: 8-10 discovery meetings 6-8 solution / plan presentation meetings 2-3 follow-up or miscellaneous meetings Advise clients typically 6-12 months from retirement Client asset range primarily $100K-$1M Manage and advance a year-long sales cycle with strong follow-up discipline Collaborate with internal wealth managers and referral partners Spend ~4 hours per week supporting inbound client queue Track performance against peers using defined activity and outcome metrics Work fully virtually using
Zoom Job Description:
Insight Global is seeking a Retirement Income Consultant for a top financial services client. This individual will act as a trusted advisor, helping clients navigate the critical transition into retirement. The role blends consultative sales, relationship management, and practice ownership without a traditional book of business. Consultants manage clients end-to-end through discovery, planning, and implementation, operating in a 100% virtual environment. Success in this role requires strong organization, emotional intelligence, and the ability to manage a long sales cycle while delivering a high-touch, advisory client experience.