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
- 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