What are the responsibilities and job description for the Financial Advisor Annuity Sales - PreSet Appointments 100K to 350K position at United Placement Group?
We are seeking a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.
Please read first all the way thru:
Must Have Active Life and Health with at Least 2 years of Fixed Annuities experience to be considered.
See below for more Min Requirements as We are looking for just one or two Advisors per state, so the Requirements are a must To be Considered.
We pride ourselves on fostering a unique synergy with our esteemed estate planning sister organization. This special collaboration ensures that our Agents and Advisors engage with clients who are already in a planning mindset, leading to highly efficient interactions and a guarantee of success.
By seamlessly integrating the expertise and services of our estate planning sister organization, we can provide our team with a remarkable advantage. This advantage translates into a more streamlined and focused approach when engaging with clients. Clients who have already embraced a planning mindset are better prepared to make informed decisions, allowing our Agents and Advisors to tailor solutions that precisely align with their financial goals and aspirations.
This powerful synergy empowers our professionals to excel in their roles, delivering exceptional services and establishing lasting relationships with our clients. It embodies our commitment to delivering unparalleled value and ensuring a prosperous future for both our clients and our dedicated team.
Join us and be a part of this exciting synergy, where success is guaranteed through collaboration and a shared vision for financial excellence. Together, we'll redefine the landscape of financial planning and make a lasting impact on the lives of our clients.
Requirements
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
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.
Please read first all the way thru:
Must Have Active Life and Health with at Least 2 years of Fixed Annuities experience to be considered.
See below for more Min Requirements as We are looking for just one or two Advisors per state, so the Requirements are a must To be Considered.
We pride ourselves on fostering a unique synergy with our esteemed estate planning sister organization. This special collaboration ensures that our Agents and Advisors engage with clients who are already in a planning mindset, leading to highly efficient interactions and a guarantee of success.
By seamlessly integrating the expertise and services of our estate planning sister organization, we can provide our team with a remarkable advantage. This advantage translates into a more streamlined and focused approach when engaging with clients. Clients who have already embraced a planning mindset are better prepared to make informed decisions, allowing our Agents and Advisors to tailor solutions that precisely align with their financial goals and aspirations.
This powerful synergy empowers our professionals to excel in their roles, delivering exceptional services and establishing lasting relationships with our clients. It embodies our commitment to delivering unparalleled value and ensuring a prosperous future for both our clients and our dedicated team.
Join us and be a part of this exciting synergy, where success is guaranteed through collaboration and a shared vision for financial excellence. Together, we'll redefine the landscape of financial planning and make a lasting impact on the lives of our clients.
Requirements
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
- Active Series 7 & 66 or Series 65 or ChFC Equivalent (preferred)
- Willing to obtain a Series 65 or ChFC (highly recommended)
- Clean U4 (if currently registered)
- 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 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.
