What are the responsibilities and job description for the Annuities, Insurance, Financial Advisor-No Prospecting position at United Placement Group?
We are seeking a highly qualified Insurance Agent or Financial Advisor who is tired of buying stale leads and prospecting to join our company that specializes in selling annuities and other financial products for estate and income planning. Here are the key points about the position:
Role and Focus- Primary focus is on selling annuities and financial products for estate and income planning
- Will work with the company's existing client base. No Prospecting!
- Opportunity to sell other senior market insurance products as well
- Appointment setters to connect you with qualified clients
- Case managers to assist with creating client plans and handling paperwork
- Tools and resources provided at no cost to the agent
- Experienced insurance agent or financial advisor
- Proven track record of success in the industry
- Must be licensed
- Strong qualifications and expertise required
- Values its reputation with clients highly
- Aims to put agents in front of qualified opportunities consistently
- Understands and appreciates the talents of financial professionals
We offer a unique opportunity for a skilled financial professional to focus on sales while receiving significant support in lead generation and case management. We are committed to quality by seeking experienced candidates with a history of success, rather than simply hiring anyone with a license.
To be considered for this exciting opportunity, you must:
- Hold an active Health and Life insurance license
- Have a Series 65 license or 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 meeting with the Clients in their home
- Proven sales ability with a track record of successful sales using a needs-based approach
- Travel (within your home state) and willingness to meet with qualified clients
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 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.
