Financial Advisor

Take Your Financial Advisory Career to the Next Level

Are you a driven financial advisor ready to join a high-growth firm with a steady stream of pre-qualified leads and a powerful local brand? Bobby Brock Insurance & Justin Brock Insurance is expanding its financial services division, and we’re looking for a motivated Financial Advisor to help us reach our ambitious growth goals.

Why This Role Is Different:

• No Prospecting, No Cold Calls: All marketing, lead generation, and appointment setting are handled by us. You focus on meeting with pre-scheduled, pre-qualified clients.
• Built-In Growth: Leverage our established Medicare and health insurance client base to expand your book of business effortlessly.
• Uncapped Earning Potential: A monthly guarantee of $10,000 plus 20-25% commissions on revenue generated.
• Leadership Opportunities: As we scale from 52 to 500 employees and aim for $1 billion in revenue, you'll have pathways for career advancement.

What You'll Do:

Client Engagement & Business Development:

• Meet with pre-scheduled, pre-qualified clients—no cold calling required.
• Present tailored retirement planning strategies, converting prospects into lifelong clients.
• Educate clients on conservative financial strategies, focusing on asset protection and income planning.
• Recommend fee-based AUM solutions and fixed-indexed annuities as primary financial tools.

Sales & Closing:

• Achieve a closing rate of 30-35% by effectively communicating our value proposition.
• Guide clients through the decision-making process, emphasizing secure, risk-managed retirement solutions.

Team Collaboration & Leadership Potential:

• Work closely with our Medicare and health insurance agents to provide holistic financial solutions.
• Contribute to marketing strategies and help shape the firm’s long-term vision.
• Explore leadership roles as the financial services division grows.

1. Compliance & Professional Development:

• Maintain active licenses (Series 65 and Life & Health Insurance License).
• Stay updated on market trends, regulatory changes, and best practices in retirement planning.

What You Bring:

• 3 years of experience as a financial advisor, wealth manager, or similar role.
• Series 65 License (or willingness to obtain).
• Proven ability to close financial planning business.
• Strong consultative sales skills and comfort asking clients to move their money.
• Knowledge of fixed-indexed annuities, AUM strategies, and fee-based advisory platforms.

Preferred:

• Life and Health Insurance License (or willingness to obtain).
• Background in financial services, retirement planning, or insurance-based advisory roles.

Compensation & Growth Potential:

• Monthly Minimum Guarantee: $10,000 (not a traditional draw).
• Commission: 20-25% of revenue from client solutions.
• First-Year Goal: $10 million in Fixed Index Annuity (FIA) premium.
• Long-Term Opportunities: Significant growth potential as we expand toward $1 billion in revenue.

About Us:

Bobby Brock Insurance & Justin Brock Insurance is a leading Medicare and health insurance agency with deep roots in the Tupelo, MS market. We're rapidly expanding our financial services division, leveraging a strong brand and loyal client base to create a scalable financial advisory practice.

If you're smart, hungry, and ready to thrive in a structured, high-production environment, this is your opportunity to join a firm that values growth, team culture, and client-first financial planning.