Financial Professional
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Marietta • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $350,000 per year
Job Level
Mid-LevelSenior
About the role
- Unleash your potential as a financial advisor
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Set appointments and focus on sharing your expertise, closing deals, and earning exceptional income
- Provide fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning
- Enjoy unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
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
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sales successclient relationship managementexpertise sharingclosing dealscommitment to helping retirees
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFCCFP