What are the responsibilities and job description for the Insurance and Investment Professional position at United Placement Group?
Job Description
Job Description
Are you ready to work with a company that understands YOUR TALENTS as a financial professional and is willing to put you in front of one qualified opportunity after another!
We are looking for a highly qualified Insurance Agent or Financial Advisor to work our existing client base selling annuities. While we do offer a host of senior market insurance products, the primary focus of this position is on the sale of financial products for estate and income planning purposes.
We will provide you with the tools needed to succeed. Appointment setters put you in front of qualified clients who want to speak with you. Case managers help you create the perfect plan for your clients and chase the paperwork for you. All at no cost to you!
Because our reputation with our clients is valuable, we are not looking to hire just anyone with a license. We are searching for a qualified and experienced individual with a proven record of success.
Requirements
To be considered for this exciting opportunity, you must :
- Hold an active Health and Life insurance license.
- Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
- Clean U4 record (if currently registered).
- Must live in the State you are applying for!
- Enjoy Face to Face meeting with the Clients in their home.
- Proven sales ability with a track record of successful sales using a needs-based approach.
- Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Travel (within your home state) and willingness to meet with qualified clients.
Benefits
As a Senior Market Financial Planner with us, you will enjoy the following benefits :
