Senior Market Financial Advisor-Annuities and Insurance Sales 100k-300k WI
United Placement Group, United States

Tired of paying for leads that are worthless? Spending all Day Prospecting?

We currently have an opening for a highly qualified Financial Advisor looking to work with a company where they can utilize a broad range of industry experience ranging from fixed equity-indexed annuities to managing assets. We work exclusively with clients who are either at or in retirement who have grown dissatisfied with their current advisor or firm. Our client's range in age with a special emphasis on both estate and financial planning needs.

We have a highly unique, proven business model that consistently places you in front of one qualified prospect after another, week-in and week-out with NO prospecting. In fact, we will schedule your entire work week for you! No leads or prospecting is involved, just "appointments" with qualified prospects.

If you are a self-starter who wants to spend less time prospecting and more time selling, this opportunity is tailor-made for you. The post-retirement population, particularly baby boomers, is hungry for information, and our agents are there to provide it.

Joining our team means being part of a supportive environment where ongoing learning and professional growth are encouraged. You'll have the chance to make a significant impact on people's lives while enjoying the rewards that come with your dedication and hard work.

Don't miss out on what could be the best career decision you ever make. We look forward to hearing from you soon and discussing how you can contribute to our mission of helping clients secure their financial future.

If you are tired of prospecting and want to work with a company who appreciates your talents and is willing to put you in front of one opportunity after another, apply today and let's start a dialogue!

Requirements

Requirements:

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

• 3 Years + of Industry Experience
• Active Life Insurance License
• Active Series 7 amp; 66 or Series 65 or ChFC equivalent
• A clean U4 (if currently registered)
• Proven ability to sell insurance products and/or investment strategies using a needs-based approach
• Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts
• Proficiency within Microsoft Office (Outlook, Word, Excel, Power Point)
• Ability to approach clients with sound financial and ethical judgment
• Must be a self-starter and a problem solver
• Advanced listening, written and oral communication skills; strong persuasive and interpersonal skills
• Either have or be willing to obtain a Retirement Income Certified Professional (RICP) designation
• Willingness to travel with "some" overnight to meet with qualified clients

Benefits

WHAT WE OFFER

• Competitive first year commission
• Residual income opportunity
• A highly unique and proven sales system
• A comprehensive and competitive product portfolio
• Zero prospecting
• A dedicated appointment scheduler
• Appointments with existing clients who actually look forward to seeing you
• Access to product support/back office for proposals, illustrations, etc.
• Access to a fee-only advisor platform with highly competitive portfolios
• Dedicated co-advisor to assist with compliance and sales support
• Ability to ACAT and manage existing client assets
• Flexibility to conduct virtual appointments to limit your out of office time
• Support of a fully staffed home office team dedicated to your success

This is a 1099 Independant Contractor Position

Job Rewards and Benefits