Financial Advisor

About Us

Compass Retirement Solutions is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. We provide qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings.

What Were Looking For

We are seeking a goal-oriented Financial Advisor who can turn qualified company leads into clients while also being motivated to generate their own business. The ideal candidate will be a strong closer with a 30% conversion rate on company leads and a hunger for personal growth.

What Youll Do

• Work with pre-qualified leads provided by the companyno cold calling required.
• Convert at least 30% of company-generated leads into clients.
• Build relationships through consultations, educational events, and strategic follow-ups.
• Generate additional business through referrals and warm lead calls.
• Utilize our CRM and sales systems to track client interactions and maximize conversions.
• Stay up to date on industry trends, tax strategies, and financial solutions to deliver the best client outcomes.

Compensation & Support

• Base salary commissions (six-figure earning potential).
• Company-provided leads and marketing support to keep your pipeline full.
• Access to proven sales systems to improve closing ratios.
• Dedicated operations and marketing teams to help you focus on selling.
• Bonuses and incentives for top performers.

Who You Are

• A licensed financial professional (Series 65 preferred or willing to obtain).
• A proven closer with experience in financial services, insurance, or investments.
• Competitive, driven, and hungry to succeed.
• A strong communicator who builds trust and credibility with clients.
• Self-motivated with the ability to balance company leads and self-generated business.
• Coachable and willing to follow a structured sales process.

Why Join Us?

• Warm, pre-qualified leads providedno cold prospecting.
• A structured sales process with proven results.
• A supportive team environment focused on helping you succeed.
• Earning potential of $100,000 $300,000 based on performance.
• Career growth opportunities within a fast-growing firm.

If youre a driven financial professional who thrives on closing deals and wants the best of both worldsqualified leads and the freedom to grow your own book of businesswe want to hear from you!