Financial Advisor | Series 65, ChFC, Series 7/66 | No Prospecting

Job title: Financial Advisor | Series 65, ChFC, Series 7/66 | No Prospecting

Company: United Placement Group


Job description: Unleash Your Potential as a Financial Advisor – Join Our Elite TeamAre you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity tailor-made for you!Why Join Us?We’re not just offering a job—we’re providing a pathway to career fulfillment and financial success. Our unique synergy with our estate planning sister organization ensures you’ll engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting: we provide a steady stream of qualified, pre-set appointments so you can focus on what you do best—serving clients and closing sales.We’re only seeking 1 or 2 Agents and Advisors per state, guaranteeing exclusivity and maximizing your opportunity for success. You must reside in the state for which you are applying.The OpportunityAs a Financial Advisor specializing in annuity sales, you’ll experience a career transformation like no other:

• Pre-Engaged Clients: Meet with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding.
• Lucrative Commissions: Our commission structure rewards your hard work and dedication, with strong six-figure income potential.
• Unparalleled Support: Enjoy a dedicated appointment scheduler, comprehensive product portfolio, and full back-office support so you can focus on client relationships and expert advice.
• Growth & Impact: Be more than just another advisor—become a vital part of our elite team, making a real impact on clients’ financial futures.

RequirementsTo 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).
• Have a clean U4 record (if currently registered).
• Reside in the state for which you are applying.
• Enjoy face-to-face meetings with clients in their homes.
• Demonstrate proven sales ability with a track record of successful, needs-based sales.
• Be proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Be willing to travel within your home state to meet with qualified clients.

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

• Six-Figure Earning Potential: Thanks to our generous commission structure and a steady stream of qualified clients.
• Dedicated Appointment Setter: 10–12 pre-scheduled appointments per week, ensuring ample opportunities to meet with potential clients.
• Dedicated Case Manager: Work with a case manager to design the perfect financial plan for your clients and handle all paperwork, allowing you to focus on providing expert advice.
• Flexible Schedule: Manage your own calendar to create personalized solutions while maintaining work/life balance.
• Comprehensive Product Access: Access a wide range of high-quality providers and financial products tailored to our client base’s unique needs throughout retirement.

Ready to embrace a career that guarantees a steady flow of qualified clients, robust support, and substantial income potential?
Apply now with your current resume. Join our elite team and redefine your path to success in the world of financial planning!

Expected salary:

Location: Bastrop, TX

Job date: Fri, 30 May 2025 22:42:06 GMT

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