Retirement Income Advisor - Remote

Crawford Thomas Recruiting

Remote Retirement Income Advisor
Florida or Texas

Overview
We are seeking a motivated Retirement Income Advisor with 2-5 years of experience to join a growing annuity-focused platform. This role is ideal for producers who want to scale their business with institutional-level support, exclusive carrier relationships, and in-house lead generation.

You will work with pre-retirees and retirees to deliver customized retirement income strategies, primarily using annuities, while leveraging a steady flow of qualified prospects and advanced case design support.

Why Join the Platform

Exclusive relationships with top annuity carriers
Backing of a nationally recognized IMO with proven systems and scale
In-house lead generation
Dedicated case design and underwriting support
Streamlined back-office processing and application support
Focus on client acquisition and closing, not operations

Key Responsibilities

Conduct retirement planning consultations with pre-retirees and retirees
Develop and present income-focused strategies using:
- Fixed annuities
- Fixed indexed annuities (FIAs)
- Guaranteed lifetime income riders
Convert company-provided leads into placed business
Manage the full client lifecycle from initial meeting through policy delivery
Collaborate with internal case design teams on complex scenarios
Maintain compliance with all insurance and suitability standards
Build long-term client relationships with ongoing service and reviews

Qualifications

Active Life & Health Insurance License (required)
2-5 years of experience in insurance, annuities, or retirement planning
Strong consultative sales and communication skills
Demonstrated ability to present solutions and close business
Comfortable working with provided leads and a structured sales process
Team-oriented but capable of operating independently
Series 65 license preferred but not required
AUM or advisory experience is a plus

Compensation & Growth

Competitive commission structure with performance-based bonuses
Opportunity to increase production through lead leverage
Long-term growth path, including senior advisor or leadership roles
Potential to expand into broader retirement planning solutions

Who This Role Is Best For

Advisors looking to scale beyond self-generated business
Producers seeking better carrier access and product positioning
Agents wanting a more predictable pipeline with firm-generated leads
Individuals who value support, structure, and growth without giving up income potential

Apply

Vacancy posted 1 day ago

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