Financial Team Member
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Augusta • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $350,000 per year
Job Level
Mid-LevelSenior
About the role
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Sharing your expertise, closing deals, and earning exceptional income
- Handle 8–10 qualified appointments weekly — pre-scheduled and ready to meet
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
Benefits
- unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sales successclient relationship managementcommunicationprofessional developmentcommitment to helping retirees
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFCCFP