United Placement Group

Annuity Sales – Financial Advisor

United Placement Group

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • 🇺🇸 United States

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Salary

💰 $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!
  • Enjoy Pre-Set, Qualified Appointments – 10–12 per week booked for you
  • Benefit from Exclusive Territory – You must live in the state you represent
  • Utilize Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork
  • Achieve Strong Six-Figure Income Potential – A lucrative commission model that rewards results
  • Enjoy Product Freedom – Access to a wide range of high-quality providers for 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
sales successconsultative approachneeds-based approach
Soft skills
communicationcustomer servicetime managementrelationship building
Certifications
Health insurance licenseLife insurance licenseSeries 65Series 7Series 66ChFC
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