Securities Licensed Financial Advisor
United Placement Group
Financial Advisor, Annuity Sales
United Placement Group
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as a Senior Market Financial Planner focusing on annuities and retirement planning
- Meet with 10–12 pre-set, qualified appointments per week
- Use consultative, needs-based sales approach to craft tailored retirement solutions
- Collaborate with an appointment setter and case manager who handle scheduling, planning, and paperwork
- Travel within your state to meet qualified clients and manage an exclusive territory
- Manage your own schedule while closing annuity sales and securing client retirement outcomes
- Partner with estate-planning sister organization to meet pre-engaged clients
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)
- Passion for serving retirees and helping secure retirement peace of mind