Senior Market Financial Planner
United Placement Group
full-time
Posted on:
Location: Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Senior Market Financial Planner focusing on annuities and retirement planning
- Work with pre-engaged clients referred via estate planning sister organization
- Exclusive territory — 1–2 Advisors per state; must live in state
- Receive 10–12 pre-set, qualified appointments per week
- Supported by appointment setter and case manager for scheduling, planning, paperwork
- Lucrative commission model with strong six-figure income potential
- Product freedom to select from multiple high-quality providers
- Flexibility to manage your own schedule and travel within state to meet clients
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