Senior Market Financial Planner
United Placement Group
Financial Planner
United Placement Group
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Meet with pre-engaged, qualified clients to advise on annuities and retirement planning
- Conduct 10–12 pre-set, qualified appointments per week
- Focus on closing annuity sales using a consultative, needs-based approach
- Work with an appointment setter and case manager who handle scheduling, planning and paperwork
- Travel within your state to meet clients in person
- Leverage access to multiple high-quality providers to craft tailored retirement solutions
- Manage your own schedule while maintaining consistent appointment flow
- Operate exclusively within a limited territory (1–2 advisors per state) to avoid overcrowding
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)
- Willingness to travel within your state to meet qualified clients
- Must live in the state you represent (exclusive territory: 1–2 advisors per state)
- Passion for serving retirees and helping secure retirement peace of mind
- SEC-licensed financial professional (as referenced in application text)