Securities Licensed Financial Advisor, Streamlined Process, No Prospecting
United Placement Group
Securities Licensed Financial Advisor
United Placement Group
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- <h3>🚀 <strong>Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!</strong> 💼💰</h3><p><strong>Are you a driven, results-focused Financial Advisor or Insurance Agent</strong> with a passion for annuity sales and retirement planning?<br>Do you hold an active <strong>Health & Life license</strong> and the ambition to reach <strong>six-figure income levels</strong>—without grinding for leads?<br>If so, this is the <strong>game-changing opportunity</strong> you’ve been waiting for.</p><p></p><h3>🌟 <strong>Why This Is Different — And Better</strong> </h3><p>We’re not just offering you a job.<br>We’re handing you the keys to a <strong>streamlined, high-performance business model</strong> that pairs top-tier Advisors with <em>pre-engaged clients</em> — no more endless prospecting or cold calling.</p><p>Through our strategic partnership with our <strong>estate planning sister organization</strong>, you’ll meet with clients <strong>already thinking about their financial future</strong>... clients who <em>want</em> to hear from you.<br>And we’re only bringing on <strong>1–2 Advisors per state</strong> — ensuring true exclusivity and no territory overcrowding.</p><p></p><h3>💼 <strong>The Opportunity</strong> </h3><p>As a <strong>Senior Market Financial Planner</strong> focusing on annuities, you’ll enjoy:</p><ul> <li> <strong>Pre-Set, Qualified Appointments</strong> – 10–12 per week booked for you</li> <li> <strong>Exclusive Territory</strong> – You must live in the state you represent</li> <li> <strong>Top-Tier Support</strong> – An appointment setter + a case manager handle scheduling, planning & paperwork so <em>you</em> can focus on clients</li> <li> <strong>Strong Six-Figure Income Potential</strong> – A lucrative commission model that rewards results</li> <li> <strong>Product Freedom</strong> – Access to a wide range of high-quality providers to craft tailored retirement solutions</li> <li> <strong>Flexibility</strong> – Manage your own schedule for work/life balance</li> </ul><p></p><h3>🏆 <strong>What We’re Looking For</strong> </h3><ul> <li>Active <strong>Health & Life insurance license</strong> </li> <li> <strong>Series 65</strong>, or Series 7 & 66, or <strong>ChFC</strong> </li> <li>Clean <strong>U4 record</strong> (if registered)</li> <li>Proven <strong>face-to-face sales success</strong> with a consultative, needs-based approach</li> <li>Comfortable with <strong>Microsoft Office Suite</strong> (Outlook, Word, Excel, PowerPoint)</li> <li>Willing to <strong>travel</strong> within your state to meet qualified clients</li> <li>Passion for <strong>serving retirees</strong> & helping them secure peace of mind</li> </ul><p></p><h3>💎 <strong>Benefits at a Glance</strong> </h3><p>✅ <strong>6-Figure Earning Potential</strong> without exhausting prospecting<br>✅ <strong>Exclusive appointments</strong>—no competing with other reps in your area<br>✅ <strong>Dedicated back-office team</strong> to streamline your workflow<br>✅ <strong>Access to premier products</strong> from top providers<br>✅ <strong>Control over your schedule</strong> but with a consistent flow of business<br>✅ The chance to <strong>make a real difference</strong> in clients’ retirement security</p><p></p><h3>📢 <strong>Your Next Move</strong> </h3><p>If you’re a <strong>high-performing, SEC-licensed financial professional</strong> ready to take your career to new heights with a <strong>system built for closing and client impact</strong>,<br><strong>APPLY NOW</strong> to secure your spot in your state before it’s gone.</p><p><strong>This is more than a career — it’s the future you’ve been working toward.</strong></p>
Requirements
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