Annuity and Insurance Sales Advisor

February 11

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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United Placement Group

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United Placement Group is a recruitment agency that connects employees with employers to meet staffing needs. The company offers exceptional service, reliability, and an innovative approach to recruiting, aiming to support every stage of organizational growth. By utilizing extensive networks and accessing a wide talent pool, United Placement Group saves time and resources for its clients while ensuring the right fit of candidates within organizational culture. Their services include resume screening, candidate communication, and data-driven decision-making to enhance the hiring process. United Placement Group is known for building long-term relationships with clients and candidates to ensure professional growth and fulfillment.

2 - 10 employees

🎯 Recruitment

👥 HR Tech

📋 Description

• Senior Market Financial Advisor – Make a Lasting Impact on Clients' Futures • (Must live and be licensed in the State Your Applying for) • Are you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We’re seeking skilled advisors with a proactive mindset and a commitment to excellence. • Why Join Us? • We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset, enabling efficient, impactful interactions and exceptional outcomes. • Streamlined Client Engagement: Work with pre-qualified clients who are ready to make informed financial decisions. • Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans. • Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success. • What We’re Looking For • To ensure we’re building a team of top-tier professionals, we’re seeking candidates with the following qualifications: • Active Life Insurance License (required). • At least 2 years of experience with fixed annuities (required). • Active Series 65, or Series 7 & 66, or equivalent credentials (e.g., ChFC, CFP). • Clean U4 if currently registered. • Advanced communication, sales, and interpersonal skills. • Proficiency in Microsoft Office. • Ethical judgment, prioritizing client interests at all times. • Willingness to travel to meet with clients (occasional overnight stays). • What We Offer • As a Senior Market Financial Planner, you’ll enjoy unparalleled support and benefits, including: • Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients. • Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings. • Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design. • Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service. • Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years. • Take the Next Step • If you’re ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we’ll redefine client success and secure their financial futures.

🎯 Requirements

• (Must Live and be licensed in the State Your applying for)