Senior Financial Analyst
Connecticut Children's
Annuity Sales – Financial Advisor
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Hartford • Connecticut • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $350,000 per year
Job Level
Mid-LevelSenior
About the role
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team
- We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
- You’ll meet with clients already thinking about their financial future
- 10–12 Pre-Set, Qualified Appointments per week booked for you
- You must live in the state you represent
- Strong Six-Figure Income Potential through a lucrative commission model that rewards results
- You’ll have access to a wide range of high-quality providers to craft tailored retirement solutions
- Manage your own schedule for work/life balance
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 successConsultative approach
Soft skills
Interpersonal skillsClient relationship managementNeeds-based sellingPassion for serving retireesWork/life balance
Certifications
Active Health & Life insurance licenseSeries 65Series 7Series 66ChFC
