Financial Professional
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Columbus • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Focus on sharing your expertise, closing deals, and earning exceptional income
- Attend 8–10 qualified appointments weekly — pre-scheduled and ready to meet
- Collaborate with a dedicated appointment setter and case manager
- Gain access to industry-leading carriers and customizable product strategies
- Develop a thriving referral pipeline from estate planning partners
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.
Soft skills
sales successcollaborationclient relationship managementcommunicationcommitment
Certifications
Health insurance licenseLife insurance licenseSeries 65Series 7Series 66ChFCCFP