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ANNUITY AND INSURANCE SALES | FINANCIAL ADVISOR OPPORTUNITY

United Placement Group
IL Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/24/2025

Senior Market Financial Advisor - Make a Lasting Impact on Clients' Futures

Must live and be licensed in the State Your Applying for)

Are you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional ? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We're seeking skilled advisors with a proactive mindset and a commitment to excellence.

Why Join Us?

We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset , enabling efficient, impactful interactions and exceptional outcomes.

  • Streamlined Client Engagement : Work with pre-qualified clients who are ready to make informed financial decisions.
  • Tailored Solutions : Collaborate with our case managers to deliver personalized financial plans.
  • Guaranteed Success : Leverage the strength of our collaboration to exceed client expectations and drive success.

What We're Looking For

To ensure we're building a team of top-tier professionals, we're seeking candidates with the following qualifications :

  • Active Life Insurance License (required).
  • At least 2 years of experience with fixed annuities (required).
  • Active Series 65, or Series 7 & 66, or equivalent credentials (e.g., ChFC, CFP).
  • Clean U4 if currently registered.
  • Advanced communication, sales, and interpersonal skills.
  • Proficiency in Microsoft Office.
  • Ethical judgment, prioritizing client interests at all times.
  • Willingness to travel to meet with clients (occasional overnight stays).
  • What We Offer

    As a Senior Market Financial Planner , you'll enjoy unparalleled support and benefits, including :

  • Six-Figure Earning Potential : Generous commission structure and steady stream of qualified clients.
  • Pre-Set Appointments : Dedicated appointment setters schedule 10-12 weekly client meetings.
  • Dedicated Case Manager : Focus on providing expert advice while we handle paperwork and plan design.
  • Flexibility and Work-Life Balance : Manage your own schedule while delivering exceptional client service.
  • Diverse Product Offerings : Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years.
  • Take the Next Step

    If you're ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we'll redefine client success and secure their financial futures.

    Requirements

    Must Live and be licensed in the State Your applying for)

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