United Placement Group

Financial Advisor – Annuities

United Placement Group

full-time

Posted on:

Location Type: Hybrid

Location: Macon • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Sell annuities and provide retirement planning solutions to retirees
  • Meet with pre-engaged clients via 8–10+ pre-set, qualified appointments per week
  • Work face-to-face in an exclusive territory representing Alliance America
  • Coordinate with a dedicated appointment setter and case manager who handle scheduling, planning, and paperwork
  • Craft tailored retirement solutions using products from multiple top-tier providers
  • Travel within the state to meet qualified clients and manage your schedule
  • Focus on consultative, needs-based sales to secure client 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
  • Must be licensed and live in the state you are applying for
  • Self-motivated and hard-working Insurance, Annuity and Financial Planning Professional
Benefits
  • 6-Figure earning potential without exhausting prospecting
  • Pre-set, qualified appointments (8–10+ per week)
  • Exclusive territory (only 1–2 Advisors per state)
  • Dedicated back-office team (appointment setter + case manager) to handle scheduling, planning & paperwork
  • Access to premier products from top providers (product freedom)
  • Control over your schedule / flexibility
  • 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
annuitiesretirement planningconsultative salesneeds-based salesfinancial planning
Soft skills
self-motivatedhard-workingface-to-face communicationclient management
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFC