Senior Financial Analyst
Connecticut Children's
Annuity Sales, Financial Advisor
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Worcester • Connecticut, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $350,000 per year
Job Level
Mid-LevelSenior
About the role
- Meet with clients already thinking about their financial future
- Handle appointment scheduling and planning with case manager support
- Focus on crafting tailored retirement solutions for clients
- Leverage relationships to maintain a lucrative commission model
Requirements
- Active Health & Life insurance license
- Series 65, or Series 7/66 Combo, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Willing to travel within your state to meet qualified clients
- Passion for serving retirees & helping them secure peace of mind
Benefits
- 6-Figure Earning Potential without exhausting prospecting
- Exclusive appointments—no competing with other reps in your area
- Dedicated back-office team to streamline your workflow
- Access to premier products from top providers
- Control over your schedule but with a consistent flow of business
- The chance to make a real difference in clients’ retirement security
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Health insurance licenseLife insurance licenseSeries 65Series 7Series 66ChFCsales successneeds-based approach
Soft skills
consultative salesrelationship buildingclient servicecommunicationplanningtailored solutionstravel willingness
Certifications
Active Health & Life insurance licenseSeries 65Series 7Series 66ChFC
