United Placement Group

Financial Planner

United Placement Group

full-time

Posted on:

Location: 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Meet with pre-set, qualified clients (10–12 appointments per week)
  • Sell annuities and provide retirement planning solutions
  • Work with an appointment setter and case manager who handle scheduling, planning, and paperwork
  • Travel within your exclusive state territory to meet clients
  • Craft tailored retirement solutions using a range of high-quality providers
  • Manage your own schedule while maintaining consistent client flow
  • Deliver consultative, needs-based advice to retirees to secure their retirement

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 and helping them secure peace of mind
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