United Placement Group

Securities Licensed Financial Advisor

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States • Pennsylvania

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Job Level

Mid-LevelSenior

About the role

  • Join an exclusive advisory team focused on annuities and retirement planning
  • Work with pre-engaged clients via an estate-planning sister organization
  • Limited hiring (1–2 Advisors per state) to ensure exclusivity
  • Receive 10–12 pre-set, qualified appointments per week
  • Exclusive territory: must live in the state you represent
  • Appointment setter and case manager handle scheduling, planning, and paperwork
  • Lucrative commission model with strong six-figure income potential
  • Product freedom to access multiple high-quality providers
  • Flexible schedule with support and consistent flow of business

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