Demo

Financial Advisor

Bobby Brock Insurance
Meridian, MS Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/14/2025

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.
  • 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.

    Salary : $10,000

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