What are the responsibilities and job description for the Annuity & Insurance Sales - Financial Advisor | Proven System, Unlimited Income position at United Placement Group?
📍 Must live and be licensed in the state you’re applying for
Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level?
If you’re tired of cold calling and chasing leads and want to focus on what you do best—helping clients secure their financial future—this is the perfect opportunity.
🚀 Why This Role is Different
Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you’ll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting—just meaningful client interactions that lead to real results.
💡 What You’ll Love About This Role:
✅ 8-12 Pre-Scheduled Client Appointments Weekly – No prospecting or cold calling!
✅ High Earning Potential – Uncapped commissions, six-figure income opportunity
✅ Dedicated Case Manager – Focus on advising while we handle paperwork & plan design
✅ Exclusive Access to Estate Planning Clients – Meet with prospects already engaged in planning
✅ Flexibility & Autonomy – Manage your own schedule and maximize your success
📌 What We’re Looking For:
To ensure our clients receive the best service, we’re seeking experienced professionals who meet the following qualifications:
✔️ Active Life Insurance License (Required)
✔️ At least 2 years of experience with fixed annuities (Required)
✔️ Active Series 65 or willingness to obtain it
✔️ Clean U4 if currently registered
✔️ Strong communication, sales, and relationship-building skills
✔️ Comfortable with Microsoft Office and CRM systems
✔️ Client-first mindset with high ethical standards
✔️ Willingness to travel to meet with clients (occasional overnight stays may be required)
📈 What We Offer:
- Competitive commission structure with six-figure earning potential
- Consistent pipeline of high-intent client appointments (8-12 per week)
- A unique market advantage through our estate planning partnership
- Ongoing training, mentorship, and growth opportunities
- Diverse product offerings tailored to seniors and retirees
🔹 Ready to Elevate Your Career? 🔹
If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today!
📍 Must live and be licensed in the state you're applying for.
