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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 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 highly qualified and experienced individual with a proven record of success.
Quit prospecting and paper chasing, APPLY NOW.
Requirements
Requirements:
- At least 3 years of experience as a Financial Advisor
- Strong knowledge of annuities, insurance, and investment products
- Series 65 license preferred
- Series 66/7 combination accepted
- Excellent communication and interpersonal skills
- Proven track record of meeting and exceeding sales targets
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
Benefits
We are a 40-year-old, family-owned firm with a focus on seniors aged 60-80 with a special emphasis on both estate and financial planning needs. Our clients are either at or in retirement and have grown dissatisfied with their current advisor or firm.
We have a uniquely efficient business model that consistently places you in front of one qualified prospect after another with NO prospecting. In fact, we will schedule your entire workweek for you! No leads or prospecting is involved, just "appointments" with qualified prospects.
United Placement Group
