Specialized Finance Manager
TD
Annuity Sales – Financial Advisor
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Trenton • 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!
- Focus on annuity sales and retirement planning.
- Enjoy pre-set, qualified appointments — clients who want to hear from you.
- Meet with clients already thinking about their financial future.
- 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
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, Free you to Sell, not push paper.
- Access to premier products from top providers
- Control over your schedule but with a consistent flow of business
- The chance 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
annuity salesretirement planningface-to-face salesconsultative approachneeds-based approach
Soft skills
client managementwork/life balancepassion for serving retirees
Certifications
Health & Life insurance licenseSeries 65Series 7Series 66ChFC
