FP&A Manager
Qurate Retail Group
Tableau
Annuity Sales, Financial Advisor
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: King of Prussia • New Jersey, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
- Pre-Set, Qualified Appointments – 10–12 per week booked for you
- Exclusive Territory – You must live in the state you represent
- Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients and Selling!
- Strong Six-Figure Income Potential – A lucrative commission model that rewards results
- Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
- Flexibility – 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
sales successconsultative approachneeds-based approach
Soft skills
client focusflexibilitycommunication
Certifications
Health insurance licenseLife insurance licenseSeries 65Series 7Series 66ChFC
