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Retirement Income Consultant

$80k

Insight 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)

Vacancy posted 6 hours ago
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