Retirement Planning Wealth Advisor (Warm Inbound, Virtual Sales) — MedicareSchool.com

About the RoleMost wealth advisor seats start with a quota and an empty pipeline. This one starts with 70,000 people who already trust where they heard about you.Every week, our Medicare clients ask us some version of the same question: can you help with the rest of it too? Social Security timing, annuities, taxes, whether they actually have enough saved to stop working. For years we've referred those conversations out. We're done doing that.We're hiring our first round of full-time Wealth Advisors to start serving those clients directly.What the Role Looks LikeEvery appointment on your calendar comes from a Medicare agent who already knows the client — they've worked together, the trust is real, and the agent is the one who tees up the introduction. By the time a client lands on your Zoom, they've been pre-qualified, the topic is set, and they're expecting the call. No cold calling, no bought leads, no chasing.That's a meaningful handoff. The Medicare agent is putting their relationship on the line by recommending you. The upside is that conversion opportunities are unusually high. The catch is that the client experience bar is higher than what most advisors are used to.The clients themselves are typically 60 to 75, financially serious, and looking for help with retirement income planning: annuities, AUM, Social Security timing, tax-aware withdrawals. Almost everything happens over Zoom. You'll have real back-end support — case prep, paperwork, scheduling — so your time stays on the conversations.What We’re Looking ForThe bar is high because the trust on the other end of these calls took years to build. We'd rather be picky than put the wrong person in front of a client.CFP® designation or actively pursuing CFP certificationActive life insurance license (required); Series 65/66 held or in progressReal client-facing experience — could be a decade, could be two years, but you've actually advised people through hard decisionsA calm, plain-language communication style. No urgency tactics, no script energyComfort in a fully virtual sales setup (Zoom, screen share, e-signatures)A genuine read on the difference between selling a product and earning a recommendationNice to have but not required: prior indexed annuity sales or IAR/RIA experience, CFP designation, any familiarity with Medicare.Compensation & BenefitsThis is a W2 role with base salary, commissions, and bonus potential. Your starting base will depend on past experience. Total expected compensation lands between $150K and $300K, blending annual production with a long-term client retention incentives. We'll walk through the specifics — base, splits, bonus structure — with serious candidates.Benefits include health insurance, 401(k), and PTO.How to ApplyApply through LinkedIn. A short note about why this caught your attention is worth more to us than a perfectly buffed resume. We read every one.