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Financial Advisor - 100K - 350K Potential - No Prospecting

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:

Here are the qualifications we are seeking in our ideal candidate:

  • Active Series 7 & 66 or Series 65 or ChFC Equivalent (preferred)
    • Willing to obtain a Series 65 or ChFC (highly recommended)
  • Clean U4 (if currently registered)
  • Active Life Insurance license (required)
  • Enjoy Face to Face meeting with the Clients in their home.
  • Proven Sales Ability
  • Proficiency in Microsoft Office
  • Ethical Judgment ensuring the best interests of the clients are always prioritized.
  • Advanced Communication Skills and strong persuasive and interpersonal abilities.
  • Retirement Income Certified Professional (RICP) Designation (preferred)
  • Willingness to travel to meet with qualified clients, with occasional overnight stays as needed.

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.

Average salary estimate

$225000 / YEARLY (est.)
min
max
$100000K
$350000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Advisor - 100K - 350K Potential - No Prospecting, United Placement Group

As a Financial Advisor at our elite firm, you're stepping into a role that promises personal and financial growth like never before. This is an incredible opportunity for driven Insurance Agents or Financial Advisors who are passionate about annuity sales and hold an active Health and Life insurance license. We’re all about providing a refreshing approach to financial planning—a unique synergy with our estate planning sister organization ensures you’ll always find yourself engaging with clients who are eager and ready to secure their financial futures. Say goodbye to the hassles of prospecting; we offer you a steady stream of pre-set appointments, allowing you to focus on your strengths and enjoy what you do best. With a lucrative commission structure, you can look forward to earning between $100K and $350K, depending on your dedication and skills. Plus, enjoy unparalleled support with access to a dedicated appointment scheduler, a robust product portfolio, and a committed back-office team to alleviate administrative pressure. We’re also dedicated to your professional growth, making this an ideal place for proven producers ready to make an impact. Join us and redefine your career in financial advising, focusing on building meaningful relationships with clients and significantly impacting their financial journeys. Ready to embark on this exciting venture? We can't wait to meet you!

Frequently Asked Questions (FAQs) for Financial Advisor - 100K - 350K Potential - No Prospecting Role at United Placement Group
What are the main responsibilities of a Financial Advisor at our firm?

As a Financial Advisor with us, your primary responsibilities will include meeting with pre-engaged clients to discuss their financial futures, providing expert advice on annuity sales, and designing comprehensive financial plans. Your role will allow you to focus on building relationships with clients while our dedicated appointment scheduler manages your calendar to ensure a consistent flow of appointments.

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What qualifications do I need to become a Financial Advisor with your company?

To join us as a Financial Advisor, you will need an active Life Insurance license, preferably a Series 7 & 66 or Series 65 or ChFC equivalent. We highly recommend obtaining the Series 65 or ChFC designations and maintaining a clean U4 if you are currently registered. Strong communication skills and proven sales abilities are crucial for success in this role.

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How does the commission structure work for Financial Advisors?

Our commission structure is designed to be lucrative, offering the potential for earnings between $100K and $350K based on your performance. You will benefit from generous commissions on annuity sales and receive support through a steady stream of qualified, pre-set client appointments, maximizing your income potential.

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Will I have support as a Financial Advisor in this role?

Absolutely! You'll have extensive support as part of our dedicated team. This includes a dedicated appointment setter scheduling 10-12 client meetings per week and a case manager who’ll assist in creating tailored financial plans for your clients while handling all necessary paperwork, allowing you to focus on providing expert advice.

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Is it necessary to travel for this Financial Advisor position?

Yes, as a Financial Advisor, you should be willing to travel to meet clients in person. While most appointments will be locally based, occasional overnight stays may be required to ensure you connect with qualified clients effectively.

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Common Interview Questions for Financial Advisor - 100K - 350K Potential - No Prospecting
How do you approach a new financial planning client?

In approaching a new client, my strategy centers on building trust and understanding their unique financial goals. I believe in asking probing questions and actively listening to ensure I can tailor my recommendations to their specific needs. My goal is to create a partnership where they feel supported throughout their financial journey.

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What techniques do you use for effective annuity sales?

I focus on educating clients about the benefits of annuities, highlighting how they provide security and steady income during retirement. By tailoring my approach to address each client’s concerns and objectives, I can effectively present customized solutions that resonate with them.

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What strategies do you employ to maintain client relationships long-term?

I prioritize regular communication and check-ins to keep clients informed about their financial status. By scheduling annual reviews and being proactive in reaching out, I ensure they feel valued and engaged, which helps in solidifying long-term relationships.

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How do you handle difficult conversations with clients?

Handling difficult conversations requires empathy and clarity. I focus on being transparent about the situation while also understanding the client's feelings. I aim to provide solutions and options, ensuring they know I’m invested in their best interests and committed to finding a path forward.

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Can you describe a successful financial plan you created for a client?

Certainly! I once worked with a client approaching retirement who had uncertainty about their income needs. After a thorough analysis of their financial situation, I designed a multi-faceted plan that included annuities to guarantee income, alongside investment strategies to grow their wealth. This holistic approach provided peace of mind and a clear pathway to a secure retirement.

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What is your experience with financial analysis tools?

I am proficient in various financial analysis tools and software, which I use to assess client portfolios comprehensively. These tools facilitate detailed projections based on market trends, enabling me to deliver accurate and tailored financial advice effectively.

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What motivates you as a Financial Advisor?

I’m motivated by the impact I make on clients' lives. Helping individuals achieve their financial goals and plan for their future brings me immense satisfaction. The thrill of seeing clients secure a comfortable retirement keeps my passion for this role alive.

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How do you ensure you’re compliant with financial regulations?

Compliance is critical in financial planning. I regularly stay updated on regulations and best practices through ongoing education. In my role, I ensure all actions align with regulatory requirements and prioritize ethical judgment in every client interaction.

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What sales strategies do you believe work best for financial advisors?

Successful sales strategies revolve around relationship building. I believe in leveraging referrals, networking, and educational seminars to develop trust and rapport, which naturally leads to more sales as clients feel comfortable working with someone they know and respect.

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Why did you choose to specialize in annuity sales?

I chose to specialize in annuity sales because I recognize their value in providing clients with financial security, particularly during retirement. It’s fulfilling to help clients understand how these products can be a cornerstone in their retirement planning, ensuring a steady income and peace of mind.

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Full-time, remote
DATE POSTED
January 2, 2025

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