Experienced Financial Advisor – No Prospecting, Qualified Preset Appointments

Job title: Experienced Financial Advisor – No Prospecting, Qualified Preset Appointments

Company: United Placement Group


Job description: Job Ad:Are you an accomplished Financial Advisor tired of buying stale leads and endless prospecting? Join our established firm specializing in annuities and financial products for estate and income planning, and focus your expertise where it matters most—serving clients and closing sales.Role & Focus

• Primary focus: Selling annuities and financial products for estate and income planning
• No prospecting! Work exclusively with our company’s existing client base
• Opportunity to cross-sell: Offer additional senior market insurance products
• Face-to-face client meetings: Meet clients in their homes (within your home state)

Support Provided

• Appointment setters connect you with qualified, interested clients—no cold calling
• Case managers assist with plan creation and paperwork, so you can focus on sales
• All tools and resources provided at no cost to you

Ideal Candidate

• Experienced, licensed insurance agent or financial advisor
• Proven track record of sales success using a needs-based approach
• Strong qualifications and expertise in annuities, estate, and income planning
• Professional, ethical, and client-focused

Company Approach

• We value our reputation and client relationships above all
• We put skilled agents in front of qualified opportunities—consistently
• We respect and appreciate the talents of experienced financial professionals
• We are committed to quality, hiring only those with a proven history of success

Requirements

• Active Health & Life insurance license
• AND Series 65 license, OR active Series 7 & 66, OR ChFC designation
• Clean U4 record (if currently registered)
• Must reside in the state for which you are applying
• Enjoy and excel at face-to-face meetings with clients in their homes
• Willingness to travel within your home state to meet qualified clients
• Demonstrated sales ability and a consultative, needs-based sales approach

As a Senior Market Financial Planner with Us, You Will Enjoy

• Six-Figure Earning Potential: Our generous, commission-based structure and a steady stream of qualified clients mean your income potential is uncapped, with many of our advisors earning well above industry averages.
• Dedicated Appointment Setter: Enjoy 10–12 pre-scheduled appointments per week with qualified prospects, so you can focus your time on client meetings—not prospecting.
• Dedicated Case Manager: Partner with an experienced case manager who will help design tailored financial plans for your clients and handle all paperwork, allowing you to concentrate on providing expert financial advice.
• Flexible Schedule: Manage your own calendar to create personalized financial solutions for your clients while maintaining a healthy work/life balance.
• Comprehensive Product Access: Leverage a wide range of high-quality providers and financial products designed to meet the unique needs of our established client base throughout their retirement years.
• All Tools Provided: We supply all the resources and support you need at no cost, so you can focus on building relationships and closing sales.

These benefits are designed to let you do what you do best—help clients secure their financial futures—while maximizing your earning potential and professional satisfaction.Ready to take your career to the next level with a company that values your expertise and puts you in front of qualified clients?
Apply now with your resume and proof of licensing. We look forward to partnering with you!

Expected salary:

Location: Live Oak, TX

Job date: Fri, 30 May 2025 22:22:26 GMT

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