United Placement Group

Financial Advisor, Series 65 or ChFC

United Placement Group

full-time

Posted on:

Location: 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
  • Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? Do you hold an active Health & Life license and the ambition to reach six-figure income levels—without grinding for leads? If so, this is the game-changing opportunity you’ve been waiting for.
  • Why This Is Different — And Better
  • We’re not just offering you a job. We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.
  • Through our strategic partnership with our estate planning sister organization, you’ll meet with clients already thinking about their financial future... clients who want to hear from you.
  • And we’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.
  • The Opportunity
  • 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
  • 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
  • What We’re Looking For
  • Active Health & Life insurance license
  • Series 65, or Series 7 & 66, 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 at a Glance
  • 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
  • Your Next Move
  • If you’re a high-performing, SEC-licensed financial professional ready to take your career to new heights with a system built for closing and client impact, APPLY NOW to secure your spot in your state before it’s gone.
  • This is more than a career — it’s the future you’ve been working toward.

Requirements

  • Active Health & Life insurance license
  • Series 65, or Series 7 & 66, 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