United Placement Group

Licensed Financial Advisor, Securities

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Elite, exclusive team with streamlined, high-performance model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.
  • Estate planning sister organization partnership to meet clients already thinking about their financial future.
  • 1–2 Advisors per state to ensure true exclusivity and avoid territory overcrowding.
  • Pre-Set, Qualified Appointments – 10–12 per week booked for you.
  • Exclusive Territory – You must live in the state you represent.
  • Top-Tier Support – Appointment setter + case manager handle scheduling, planning & paperwork so you can focus on clients.
  • Strong Six-Figure Income Potential – lucractive commission model rewarding results.
  • Product Freedom – Access to premier products from top providers to craft retirement solutions.
  • Flexibility – Manage your own schedule with a consistent flow of business.
  • Your Next Move – Apply now to secure your spot in your state; this is more than a career.

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