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
- Unleash your potential as a Financial Advisor
- Focus on sharing expertise and closing deals
- Handle high-performing financial advisory tasks without prospecting
- Work with fully qualified, pre-set appointments
- Deliver annuity and retirement focus sales training
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
Location requirements
UG
United Placement GroupFinancial Expert
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