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Financial Advisor: Annuities, Insurance,

5 months ago

Conroe, United States United Placement Group Full time
Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are 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 that's tailor-made for you

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.)

The Opportunity (Must Live in the State You Are Applying For)
  • As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. Picture stepping into an environment where:
  • Pre-engaged Clients: You'll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding.
  • Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you'll have the potential to earn a strong six-figure income.
  • Unparalleled Support: We're here to set you up for success. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best-being in front of clients.
  • Growth & Impact: Our growth opportunities are unmatched. If you're a proven producer ready to redefine your career in financial planning, we're eager to connect with you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures.
Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning.

Requirements

To 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).
  • Clean U4 record (if currently registered).
  • Must live in the State you are applying for
  • Enjoy Face to Face meeting with the Clients in their home.
  • Proven sales ability with a track record of successful sales using a needs-based approach.
  • Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  • Travel (within your home state) and willingness to meet with qualified clients.
Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:
  • 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
  • Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
  • Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
  • Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
  • Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.