Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team jobs in United States
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United Placement Group · 2 weeks ago

Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

positionPhiladelphia, PA, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level

United Placement Group is seeking high-performing Financial Advisors to join their elite team. The role focuses on engaging with qualified clients rather than prospecting, providing pre-set appointments for retirement and legacy planning discussions.

Staffing & Recruiting

Responsibilities

Spend every working hour in front of qualified clients instead of behind a phone or CRM
Share expertise, close deals, and earn exceptional income
Travel within your state for client meetings

Qualification

Series 65Series 7/66ChFCCFPHealth & Life insurance licenseSales successClient relationship buildingCommitment to retirees

Required

Active Health & Life insurance license
Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
Clean U4 record (if applicable)
Strong track record of in-person, sales success
Ability to travel for client meetings
Commitment to helping retirees build secure, confident financial futures
Must be licensed and reside in the state you're applying for (current state we are looking for)

Company

United Placement Group

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United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity.
dateFounded in 2022
location
University Park, FL, US
people-size2-10 employees
web-link
https://unitedplacementgroup.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase