Financial Planner
United Placement Group
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob 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