Retirement Planning Advisor (Producer)

Posted today

searchWest Springfield (MA)

Personal Financial Advisors Insurance Agencies and Brokerages

SENIORITY

Senior

SALARY

$125-$150 K

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About the role

About the Role: A boutique retirement planning practice in the West Springfield area is growing from a single-producer firm into a multi-advisor team and is adding an advisor who enjoys meeting new clients, educating them, and earning their business. Leads come in steadily through seminars, referrals, and marketing, so this person spends their time in front of prospects and clients. What This Person DoesMeets with prospects generated by the firm's seminars, referrals, and marketing Runs the full sales cycle, from the first conversation through planning, implementation, and onboarding Recommends retirement income solutions, primarily fixed index annuities, along with some AUM-based planning Builds long-term client relationships with an education-first approach Works closely with a small, close-knit team during a growth phase CompensationCompetitive base salary plus uncapped commission First-year total compensation targeted around $125-$150K, increasing from there

Requirements:

Series 65 State life insurance license (can be obtained within the first 30 days of employment)
Sales or client-facing experience in financial services
Comfortable leading prospect meetings and closing business
Based in or willing to commute to the West Springfield, MA area
What Makes It Compelling Steady lead flow from established marketing channels
A small, close-knit team known for a people-first culture
Real room to grow as the practice expands
Meaningful work helping local families retire with confidence

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.