Retirement Income Consultant
$80kInsight Global
Must-Haves
- 2+ years of planning/ advisory experience in a retirement consulting role
- Series 6 or 7
- Series 63 65 or 66
Job Description:
Insight Global is seeking a Retirement Income Consultant for a top financial services client. This individual will act as a trusted advisor, helping clients navigate the critical transition into retirement. The role blends consultative sales, relationship management, and practice ownership without a traditional book of business. Consultants manage clients end-to-end through discovery, planning, and implementation, operating in a 100% virtual environment. Success in this role requires strong organization, emotional intelligence, and the ability to manage a long sales cycle while delivering a high-touch, advisory client experience.
Compensation :
$80K base + 30% variable compensation (qualitative & quantitative metrics determine bonus)
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