Retirement Income Advisor - Remote

Remote Retirement Income Advisor Overview We are seeking a motivated Retirement Income Advisor with 2-5 years of experience to join a growing annuity-focused platform. This role is ideal for producers who want to scale their business with institutional-level support, exclusive carrier relationships, and in-house lead generation. You will work with pre-retirees and retirees to deliver customized retirement income strategies, primarily using annuities, while leveraging a steady flow of qualified prospects and advanced case design support. Why Join the Platform Exclusive relationships with top annuity carriers Backing of a nationally recognized IMO with proven systems and scale In-house lead generation Dedicated case design and underwriting support Streamlined back-office processing and application support Focus on client acquisition and closing, not operations Key Responsibilities Conduct retirement planning consultations with pre-retirees and retirees Develop and present income-focused strategies using: Fixed annuities Fixed indexed annuities (FIAs) Guaranteed lifetime income riders Convert company-provided leads into placed business Manage the full client lifecycle from initial meeting through policy delivery Collaborate with internal case design teams on complex scenarios Maintain compliance with all insurance and suitability standards Build long-term client relationships with ongoing service and reviews Qualifications Active Life & Health Insurance License (required) 2-5 years of experience in insurance, annuities, or retirement planning Strong consultative sales and communication skills Demonstrated ability to present solutions and close business Comfortable working with provided leads and a structured sales process Team-oriented but capable of operating independently Series 65 license preferred but not required AUM or advisory experience is a plus Compensation & Growth Competitive commission structure with performance-based bonuses Opportunity to increase production through lead leverage Long-term growth path, including senior advisor or leadership roles Potential to expand into broader retirement planning solutions Who This Role Is Best For Advisors looking to scale beyond self-generated business Producers seeking better carrier access and product positioning Agents wanting a more predictable pipeline with firm-generated leads Individuals who value support, structure, and growth without giving up income potential