It's Hard To Imagine a Better Opportunity (much less find one). Seriously.
Are you a seasoned Financial Advisor, ready to elevate your career and focus solely on what you do best—advising? Bobby Brock Insurance, an independent firm in Tupelo, MS, with an unmatched retirement planning reputation, offers an unparalleled opportunity to grow, serve, and make a lasting impact. If you're motivated to help clients achieve comprehensive financial security backed by an elite marketing and client generation system, this role could be for you.
Why This Role is Different
- Top-Notch Compensation: We value expertise and hard work, offering industry-leading pay from day one. With long-term vesting options and growth potential, your earnings reflect your efforts and achievements, now and into the future.
- Zero Prospecting Required: Your schedule is filled here. You’ll focus on meeting with clients, building financial plans, and closing new business—not finding clients. Our robust marketing and outreach mean your calendar is full every week.
- Unmatched Support and Development: At Bobby Brock Insurance, you’re surrounded by colleagues dedicated to helping you reach your full potential. We succeed together, with every team member invested in your growth and success.
About the Role
As a Financial Advisor, you’ll be the face of our retirement planning expansion, bringing your expertise to help clients secure their future. You'll guide clients through a comprehensive planning process that spans investments, fixed-indexed annuities (FIAs), and life insurance. Supported by a state-of-the-art marketing machine and a dedicated appointment-setting and support team, you’ll connect with individuals seeking your help for a confident financial future.
Primary Responsibilities:
- Meet with qualified clients the firm provides to assess their financial needs and goals.
- Develop and deliver tailored, comprehensive financial plans that align with client objectives.
- Gather assets and close new business in a fee-based AUM and FIA-focused environment.
- Follow our streamlined process to ensure consistency and impact for each client served.
Qualifications and Skills:
- Active Life and Health Insurance License and Series 65 or 66 License.
- Proven experience with financial planning, including investments (fee-based AUM), FIAs, and insurance.
- Exceptional interpersonal and communication skills, with a drive to build lasting client relationships.
- A passion for helping clients achieve financial security and a results-oriented mindset.
This Role is Perfect For:
- Advisors who have been "waiting for their turn" but are ready to lead and build TODAY.
- Advisors who want to step away from prospecting and focus entirely on client advising.
- Professionals ready to achieve significant compensation growth through a client-centered approach.
- Motivated individuals looking to advance quickly, with support from a firm invested in their success.
Join Bobby Brock Insurance and become part of a legacy prioritizing financial well-being and long-term client relationships.
