Financial Pro, Meeting Setting, Closing Specialist
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Morristown • New Jersey • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
- Now Hiring: High-Performing Financial Advisors Who Don’t Prospect
- We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income.
- We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.
- Travel within your state is required
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales successfinancial planningretirement planninglegacy planning
Soft skills
expertise sharingclient relationship managementcommitment to client success
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFCCFP