United Placement Group

Financial Advisor – Annuity Sales

United Placement Group

full-time

Posted on:

Location Type: Hybrid

Location: Marietta • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Sell annuities and provide retirement planning as a Senior Market Financial Planner
  • Meet with pre-set, qualified appointments (10–12 per week) booked for you
  • Work with an appointment setter and a case manager who handle scheduling, planning, and paperwork
  • Craft tailored retirement solutions using a wide range of top-tier product providers
  • Manage an exclusive state territory and travel within the state to meet clients
  • Use a consultative, needs-based sales approach to close business—no cold calling or prospecting
  • Control your schedule while maintaining a consistent flow of business

Requirements

  • Active Health & Life insurance license
  • Series 65, or Series 7 & 66, or ChFC
  • Must be licensed in the state you are applying for
  • 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 secure their retirement
Benefits
  • 6-Figure Earning Potential without exhausting prospecting
  • Exclusive appointments—no competing with other reps in your area
  • Dedicated back-office team to streamline your workflow
  • Appointment setter and case manager support for scheduling, planning & paperwork
  • Access to premier products from top providers
  • Control over your schedule with a consistent flow of business
  • Opportunity to make a real difference in clients’ retirement security

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
retirement planningannuities salesconsultative sales approachface-to-face salesneeds-based sales
Soft skills
client relationship managementtime managementcommunicationproblem-solvingcustomer service
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFC