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Summary
About the Role
About You
- Proven track record of converting prospects into clients.
- Active Series 65 (or equivalent) and Life Insurance License.
- Fluency in Social Security optimization, tax-efficient withdrawal strategies, and estate planning basics.
- Experience in working with mass-affluent retirees.
- Desire to work in a supportive team environment rather than a solo practice.
Benefits
- Guaranteed lead flow with a calendar booked with qualified prospects.
- Radical support from in-house teams for paperwork and onboarding.
- Uncapped earning potential with a substantial base salary and aggressive revenue sharing.
- True fiduciary independence without broker-dealer mandates.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial. Selective by design, Magellan exclusively partners with elite advisory firms, providing tailored strategies, capital resources, and multi-channel marketing solutions to rapidly accelerate advisor growth, profitability, and market leadership. Founded by producers for producers, our philosophy—"More. Better. Different."—reflects our commitment to offering unmatched strategic support and next-generation marketing to independent advisors determined to make a meaningful impact. Together with our affiliated SEC-registered RIA, Foundations Investment Advisors, Magellan ranks among America’s fastest-growing advisor distribution partners. More. Better. Different.