UG
United Placement GroupFinancial Expert
Financial Advisors focusing on client engagements and qualified appointments without prospecting. Joining a dedicated support team for financial expertise and exceptional income opportunities.
About the role
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Share your expertise and close deals to earn exceptional income
- Work with fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning
- Travel within your state for client meetings
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
UG
United Placement GroupFinancial Expert
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