United Placement Group

Designated Advisor, Series 65/ChFC

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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
  • 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
  • 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

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