Specialized Finance Manager
TD
Annuity Sales Financial Advisor
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Morristown • New Jersey • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
- Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? ( Series 65 or Equivalent)
- Do you hold an active Health & Life license and the ambition to reach six-figure+ income levels—without grinding for leads?
- We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients
- As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
- Pre-Set, Qualified Appointments – 8-10+ per week booked for you and Qualified.
- Exclusive Territory – You must be licensed and live in the State you represent
- Top-Tier Support – A Dedicated Experienced appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients.
- Strong Six-Figure Income Potential – A lucrative commission model that rewards results quickly.
- Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
- Flexibility – Manage your own schedule for work/life balance - Enjoy Life while working Smarter.
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 & helping them secure peace of mind
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
annuity salesretirement planningconsultative salesneeds-based approach
Soft skills
results-focuseddrivenambitionclient-focusedflexibility
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFC
