Financial Analyst
Qurate Retail Group
OracleSQLTableau
Financial Advisor – Annuities
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Sell annuity and retirement planning solutions to pre-engaged clients
- Meet with 8–10+ pre-set, qualified appointments per week
- Use consultative, needs-based sales to close business
- Collaborate with a dedicated appointment setter and case manager who handle scheduling, planning, and paperwork
- Travel within state to meet clients and manage exclusive territory
- Craft tailored retirement solutions using access to multiple providers
- Manage client relationships to secure retirement peace of mind
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
- Must be licensed and live in the state you are applying for
- Passion for serving retirees
- SEC-licensed financial professional (if applicable)
- Self-motivated and hard-working
Benefits
- 6-Figure Earning Potential without exhausting prospecting
- Exclusive appointments—no competing with other reps in your area
- Dedicated back-office team (appointment setter and case manager) to handle scheduling, planning, and paperwork
- Access to premier products from top providers
- Control over your schedule and flexibility
- Pre-set, qualified appointments (8-10+ per week)
- Exclusive territory (1–2 Advisors per state)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative salesneeds-based salesretirement planningannuitiesclient relationship managementfinancial solutions crafting
Soft skills
self-motivatedhard-workinginterpersonal skillscommunication skills
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFCSEC license
