What are the responsibilities and job description for the Financial Advisor - Warm Leads position at United Placement Group?
Are you a skilled financial planner with experience in annuities sales? Are you looking for an opportunity to work with a well-established company that provides you with all the necessary support to excel in your career? If so, we have the perfect job for you!
We are seeking a self-motivated and hard-working Senior Market Financial Planner to join our team. With 40 years of experience, we have developed a proven system that offers a variety of sales opportunities tailored to your expertise in the Senior Market. Our focus is on providing top-notch financial planning services to our customers who have purchased Estate Planning services and need assistance with retirement planning.
We believe in empowering our agents to excel in their careers while providing exceptional service to our valued clients. We offer a supportive and collaborative work environment that fosters professional growth and rewards hard work.
If you are ready to take your financial planning career to the next level and make a positive impact on our clients' retirement years, then we encourage you to apply for this Senior Market Financial Planner position. Join our team and be a part of a company that values expertise, integrity, and client-focused solutions.
We look forward to hearing from you and potentially welcoming you to our team of dedicated financial professionals!
Requirements:
Our ideal candidate:
- Active Series 7 & 66 or Series 65 or ChFC Equivalent or willing to obtain a Series 65 within 60 days of contracting.
- Clean U4 (if currently registered)
- Proven Sales Ability: You should have a demonstrated track record of successfully selling insurance products and/or investment strategies using a needs-based approach.
- Proficiency in Microsoft Office: Strong skills in Outlook, Word, Excel, and PowerPoint are essential for this role.
- Ethical Judgment: Approach clients with sound financial and ethical judgment, ensuring the best interests of the clients are always prioritized.
- Self-Starter and Problem Solver: We seek candidates who are proactive, self-motivated, and capable of solving complex financial challenges.
- Communication Skills: Possess advanced listening, written, and oral communication skills, along with strong persuasive and interpersonal abilities.
- Retirement Income Certified Professional (RICP) Designation be willing to obtain this designation, demonstrating your commitment to expertise in retirement income planning.
- Travel Flexibility: Be willing 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:
Lucrative Earning Potential: You can expect a 6-figure income in your first year, thanks to our generous commission structure and a steady stream of qualified clients.
Supportive Team: We provide you with an Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
Experienced Case Manager: Our dedicated Case Manager 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.
Flexibility and Independence: Manage your own schedule and work independently to create personalized financial solutions for your clients.
Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years.
