Financial Advisor: Annuities, Insurance - Streamline your Process

Are you ready to take your financial advisory career to the next level? Do you want to focus on building relationships with clients rather than getting bogged down with tedious prospecting and paperwork? If so, United Placement Group has the perfect opportunity for you!

About the Role

As a Financial Advisor specializing in annuities and insurance, you will be empowered to streamline your processes and maximize your effectiveness. Our unique business model is designed to put you in front of qualified prospects without the hassle of prospecting. We have eliminated the time-consuming tasks that can detract from your core activities, allowing you to focus on what you do best: advising clients and closing sales.

Your Benefits

• No Prospecting: We provide you with a constant flow of qualified leads sourced from our established network. You won't waste time cold-calling or hunting for clients.
• Administrative Support: Our dedicated support team manages all administrative tasks, including paperwork and scheduling. This ensures that you can spend your time meeting with clients rather than handling back-office duties.
• Comprehensive Training: Benefit from our extensive training programs designed to enhance your sales skills and product knowledge.
• Lucrative Commission Structure: Earn competitive commissions that reflect your hard work and commitment to your clients' financial futures.

Join Us Today

If you're an ambitious Financial Advisor with a passion for annuities and insurance, United Placement Group is eager to help you achieve your career goals. You'll discover a supportive environment where you can thrive and expand your client base while maintaining high-quality service.

Requirements

To be considered for this exciting opportunity, you must:

• Hold an active Health and Life insurance license.
• Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
• Clean U4 record (if currently registered).
• Must live in the State you are applying for!
• Enjoy Face to Face meetings with Clients in their homes.
• Proven sales ability with a track record of successful sales using a needs-based approach.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Travel (within your home state) and willingness to meet with qualified clients.

Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

• 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
• Dedicated Appointment Setter who will schedule 10-12 qualified appointments per week, ensuring you have ample opportunities to meet with potential clients.
• Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
• Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
• Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.