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[Remote] Senior Financial Advisor

Remote · Mexico Full-time

Note: The job is a remote job and is open to candidates in USA. MDRN Capital is a forward-thinking, fully virtual advisory firm that’s redefining retirement planning. They are seeking experienced Financial Advisors to conduct retirement-focused planning conversations and provide clients with clear, compliant recommendations on investment and annuity solutions.

Responsibilities

  • Conduct retirement-focused planning conversations with pre-retirees and retirees
  • Lead 12–15 new initial appointments per week, with additional follow-ups as needed
  • Deliver clear, compliant recommendations across investment and annuity solutions
  • Operate within a fiduciary-first, team-based sales environment
  • Work closely with internal support, onboarding, and operations teams so you can stay client-facing
  • You are not responsible for marketing, ad spend or building funnels. Your job is to advise and close

Skills

  • Active Series 65
  • Active Life & Health insurance license
  • Minimum 3–5 years of client-facing advisory experience
  • Insurance-only backgrounds do not qualify
  • Strong consultative sales skills
  • Comfort working with retirement-age clients
  • Proven Fixed Indexed Annuity experience (3+ years preferred)

Benefits

  • 401(k)
  • Comprehensive health benefits
  • Paid time off and holidays
  • High performers can earn well beyond year-one targets
  • Remote-first work culture with a fast-moving, high trust team
  • Unlimited PTO, paid holidays, and full benefits
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)

Company Overview

  • We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms. It was founded in 2023, and is headquartered in Annapolis, Maryland, USA, with a workforce of 11-50 employees. Its website is https://www.mdrncapital.com.
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