What are the responsibilities and job description for the ANNUITY AND INSURANCE SALES | FINANCIAL ADVISOR OPPORTUNITY position at United Placement Group?
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 :
What We Offer
As a Senior Market Financial Planner , you'll enjoy unparalleled support and benefits, including :
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)