What are the responsibilities and job description for the Advisor Development Representative position at Magellan Financial?
Empower Advisors. Drive Growth. Transform the Financial Services Industry.
Are you passionate about building relationships, driving business growth, and making a real impact in the financial advisory space? Magellan Financial is seeking a dynamic and driven Advisor Development Representative to join one of our largest and most successful internal sales teams.
About the Role:
As the primary point of contact between Magellan and our network of financial advisors, you'll serve as their trusted partner, strategic consultant, and gateway to a suite of powerful resources. Often referred to as a "Marketer" in our industry, this role is critical to helping advisors expand their client base, grow assets, and achieve new heights of success.
Key Responsibilities:
- Advisor Relationship Management: Build and nurture strong, long-term relationships with a dedicated group of financial advisors.
- Strategic Support & Consultation: Provide expert guidance on Magellan’s programs, services, and solutions to help advisors grow their practices.
- Sales & Business Development: Proactively engage advisors to promote adoption of Magellan’s tools, training, and marketing strategies that accelerate business growth.
- Problem-Solving & Service Facilitation: Act as a liaison between advisors and Magellan’s internal teams, ensuring top-tier support and responsiveness.
- Product & Industry Expertise: Stay current on industry trends, annuity and insurance products, and Magellan’s proprietary offerings to provide value-driven recommendations.
- Event & Engagement Coordination: Connect advisors with relevant trainings, workshops, and marketing events to maximize business opportunities.
Qualifications:
- Experience:
- 1–3 years in financial services, sales, relationship management, or a related field.
- Experience with financial advisors, FMOs, or RIAs is preferred but not required.
- Education:
- Bachelor’s degree in Business, Finance, Marketing, or related field preferred.
- Skills & Competencies:
- Strong communication and relationship-building skills.
- Highly organized and detail-oriented with the ability to manage multiple priorities.
- Sales-oriented mindset with a passion for helping advisors succeed.
- Self-motivated and proactive in a fast-paced, high-energy environment.
- Proficiency in CRM tools, Microsoft Office Suite, and financial technology platforms.
Compensation & Benefits:
- Competitive Base Salary Performance-Based Bonuses
- Advancement Opportunities in a Rapidly Growing Firm
- Full Benefits Package:
- Medical, Dental, Vision, and Life Insurance
- 401(k) with Company Match
- Paid Time Off and Holidays
- Ongoing Training & Professional Development
About Magellan Financial:
Magellan Financial is a premier financial marketing and distribution firm dedicated to empowering independent financial advisors. We provide elite advisors with marketing, business development, and operational support, allowing them to focus on what they do best—serving their clients.
Our Advisor Development Representatives play a pivotal role in strengthening these partnerships, ensuring every advisor has the tools, knowledge, and support needed to thrive.
Join Us:
This is an in-office position at our Topeka, Kansas headquarters, offering a collaborative, high-energy environment, unmatched career growth opportunities, and the chance to make a lasting impact in the financial services industry.
Job Type: Full-time
Pay: $60,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
Salary : $60,000 - $150,000
