What are the responsibilities and job description for the Financial Advisor position at Bobby Brock Insurance?
Unlock Your Potential in a High-Growth Career
Imagine stepping into appointments every day with pre-scheduled, pre-qualified prospects ready for your expertise. No cold calls, no chasing leads – just your chance to shine guiding middle-class families toward secure retirements.
You're a closer, thriving on connecting deeply, guiding clients confidently toward decisions, and delivering tailored financial plans. You want more than a job; you want a path to leadership, unlimited earning potential, and meaningful work that truly changes lives.
With Bobby Brock Insurance & Justin Brock Insurance, you'll leverage an established local brand and an existing client base eager for solutions. Your days will focus on:
- Meeting pre-scheduled prospects and converting them into long-term clients
- Presenting clear, conservative financial solutions using fixed-indexed annuities and managed money (AUM)
- Working in a proven system with full marketing support – so you can do what you do best: close business
Your Success Profile
- 2 years of experience successfully closing financial planning or advisory business
- Series 65 license (or willingness to obtain quickly)
- A clear understanding of annuities and fee-based advisory solutions
- Strong communication and consultative sales skills
Bonus Points if You:
- Hold a Life & Health Insurance License
- Want long-term growth and leadership opportunities in a rapidly scaling firm
This isn't just your next job; it's your career-defining moment with a firm rapidly expanding toward $1 billion in revenue. With a guaranteed salary plus substantial commissions, your first-year goal is realistic and rewarding: $10-$20m in new client assets, and consistent growth from there. Opportunities like this rarely come around twice. Don't risk missing your chance to build the career you've dreamed of.
