United Placement Group

Senior Market Financial Planner

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States • Pennsylvania

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Job Level

Senior

About the role

  • Senior Market Financial Planner focusing on annuities and retirement planning
  • Meet clients referred through an estate planning sister organization who are already engaged
  • Receive 10–12 pre-set, qualified appointments per week
  • Work an exclusive territory (1–2 Advisors per state)
  • Supported by an appointment setter and a case manager for scheduling, planning, and paperwork
  • Access a wide range of top-tier providers to craft tailored retirement solutions
  • Lucrative commission model with strong six-figure income potential
  • Manage your own schedule and travel within your 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
  • Must live in the state you represent
  • SEC-licensed financial professional preferred
  • Passion for serving retirees and helping them secure peace of mind