What are the responsibilities and job description for the Annuity Sales - 6 Figure Income Potential - No Prospecting or Paper Chasing position at United Placement Group?
We are seeking a diligent and motivated professional in Insurance, Annuity, and Financial Planning to join our dynamic team and play an integral role in enhancing our clients' financial well-being. If you possess a passion for delivering exceptional financial planning services and a proactive approach to achieving success, we would be eager to hear from you!
(An active Life and Health license and a minimum of two years of experience in Fixed Annuities are required for consideration.) Please review the additional minimum qualifications below. We intend to recruit only one or two talented individuals per state, making these qualifications essential. We appreciate your understanding!
We take great pride in fostering a unique partnership with our esteemed estate planning sister organization. This exceptional collaboration ensures that our Agents and Advisors engage with clients who are already oriented towards planning, resulting in efficient interactions and a solid foundation for success.
By seamlessly integrating the expertise and services of our estate planning counterpart, we offer our team a remarkable advantage. This advantage enables a more streamlined and focused approach to client engagement. Clients who already possess a planning mindset are better prepared to make informed decisions, allowing our Agents and Advisors to devise solutions that align precisely with their financial goals and aspirations.
This powerful synergy empowers our professionals to excel in their roles, delivering outstanding services and cultivating lasting relationships with our clients. It reflects our commitment to providing unparalleled value and ensuring a prosperous future for both our clients and our dedicated team.
Join us in this exciting collaborative initiative, where success is nurtured through teamwork and a shared vision for financial excellence. Together, we can transform the landscape of financial planning and create a meaningful impact on the lives of our clients.
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
- Active Series 7 & 66 or Series 65 or ChFC Equivalent (required)
- Clean U4
- Active Life Insurance license (required)
- Proven Sales Ability
- Proficiency in Microsoft Office
- Ethical Judgment ensuring the best interests of the clients are always prioritized.
- Advanced Communication Skills and strong persuasive and interpersonal abilities.
- Retirement Income Certified Professional (RICP) Designation (preferred)
- Willingness to travel to meet with qualified clients, with occasional overnight stays as needed.
As a Senior Market Financial Planner with our organization, you will be entitled to the following benefits:
A six-figure earning potential facilitated by our generous commission structure and a consistent influx of qualified clients.
A dedicated Appointment Setter who will arrange 10-12 appointments per week, ensuring you have sufficient opportunities to engage with prospective clients.
A dedicated Case Manager who will collaborate with you to design optimal financial plans for your clients and manage all required paperwork, enabling you to concentrate on your core competency - providing expert financial advice.
The flexibility to manage your own schedule to create tailored financial solutions for your clients while upholding a healthy work/life balance.
Access to a diverse selection of high-quality providers and financial products that address the unique needs of our existing clientele throughout their retirement years.
