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Insurance, Annuity & Financial Advisors: PreSet Appts 100k to 350k


United Placement Group


Location

Kennesaw, GA | United States


Job description

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!

You Must Hold an active Health and Life insurance license and have or willing to get a Series 65 within 90days to be considered !

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 )

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 :

  1. Hold an active Health and Life insurance license.
  2. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
  3. Clean U4 record (if currently registered).
  4. Must live in the State you are applying for !
  5. Enjoy Face to Face meeting with the Clients in their home.
  6. Proven sales ability with a track record of successful sales using a needs-based approach.
  7. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  8. Travel (within your home state) and willingness to meet with qualified clients.


Job tags

Full time


Salary

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