What are the responsibilities and job description for the Senior Market Financial Advisor - Pre-Qualified Client Opportunities position at United Placement Group?
Senior Market Financial Advisor - Make a Lasting Impact on Clients' Futures
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.
To ensure we're building a team of top-tier professionals, we're seeking candidates with the following qualifications:
As a Senior Market Financial Planner, you'll enjoy unparalleled support and benefits, including:
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.
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.
