Senior Market Advisor

3 weeks ago


Decatur, Texas, United States United Placement Group Full time
Job Title: Senior Market Advisor

United Placement Group is looking for a highly skilled Senior Market Advisor to join our team. As a Senior Market Financial Planner, you will have the opportunity to work with a company that understands YOUR TALENTS as a financial professional and is willing to put you in front of one qualified opportunity after another.

Salary:

The estimated salary for this position is $120,000 per year, based on industry standards and the level of experience required.

Job Description:

As a Senior Market Financial Planner, your primary responsibility will be to provide expert financial advice to our clients, utilizing a needs-based approach to identify and meet their financial goals.

  1. Provide comprehensive financial planning services to clients, taking into account their unique circumstances and objectives.
  2. Work closely with clients to understand their financial needs and provide tailored solutions.
  3. Stay up-to-date with industry developments and best practices in order to provide the highest level of service to clients.
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 United Placement Group, 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.


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