Senior Market Financial Advisor - Pre-Qualified Client Opportunities - 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.

• 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.

What We’re Looking For

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).

What We Offer

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.

Take the Next Step

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.