Investment Operations Associate
GMO
Financial Advisor – Annuity Sales
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Worcester • Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Meet with pre-engaged clients to discuss annuities and retirement planning
- Close annuity sales and present tailored retirement solutions
- Manage 8-10+ pre-set appointments weekly
- Coordinate scheduling, planning, and paperwork with appointment setter and case manager
- Travel within state to meet qualified clients
- Maintain consultative, needs-based sales approach focused on retirees
- Use product freedom to select solutions from multiple providers
- Manage client relationships and secure retirement outcomes
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
- Must be licensed and live in the state you are applying for to be considered
Benefits
- 6-Figure earning potential
- Pre-set, qualified appointments (8-10+ per week)
- Exclusive territory (1–2 Advisors per state)
- Dedicated back-office team (appointment setter + case manager)
- Access to a wide range of high-quality providers
- Flexible schedule / control over your schedule
- Top-tier support to streamline workflow
- Opportunity to make a meaningful impact on clients' retirement security
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
annuitiesretirement planningsalesconsultative salesneeds-based salesclient relationship management
Soft skills
communicationorganizationalinterpersonalcustomer serviceproblem-solving
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFC
