What are the responsibilities and job description for the Financial Planning | Annuity and Insurance Sales | No Prospecting position at United Placement Group?
(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.
To ensure we’re building a team of top-tier professionals, we’re seeking candidates with the following qualifications:
- Active Life Insurance License (required).
- At least 2 years of experience with fixed annuities (required).
- Active Series 65, or Series 7 & 66, or equivalent credentials (e.g., ChFC, CFP), or a willingness to obtain the Series 65.
- Clean U4 if currently registered.
- Advanced communication, sales, and interpersonal skills.
- Proficiency in Microsoft Office.
- Ethical judgment, prioritizing client interests at all times.
- Willingness to travel to meet with clients (occasional overnight stays).
As a Senior Market Financial Planner, you’ll enjoy unparalleled support and benefits, including:
- Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients.
- Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings.
- Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design.
- Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service.
- Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years.
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.
(Must Live and be licensed in the State Your applying for)
