Senior Market Financial Planner (Annuity Focus)

United Placement Group
Augusta, GA
Category Insurance
Job Description
Role Overview

Join our elite, exclusive team as a Financial Advisor and enjoy a clear path to a six-figure income without burning out. You'll step into a model designed to remove the biggest pain points in this business, including no more cold calling, begging for referrals, or working your friends and family.

What You Will Do

As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy pre-set, qualified appointments, exclusive territory, top-tier support, and a strong six-figure income potential.

Why It Might Be a Fit

We're looking for a high-performing, SEC-licensed financial professional who wants to spend more time advising and less time prospecting. You'll have a genuine passion for serving retirees and helping them secure long-term peace of mind.

Requirements

  • Active Health & Life insurance license
  • Series 65, or Series 7 & 66, or ChFC
  • Clean U4 record (if registered)
  • Proven face-to-face sales success with a consultative, needs-based approach
  • Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
  • Willingness to travel within your state to meet with qualified clients

Benefits

  • Pre-set, qualified appointments
  • Dedicated back-office team to streamline your workflow and handle case management
  • Consistent, predictable flow of opportunities without building your own marketing machine
  • Control over your schedule with a platform built for closing and client impact
  • Real, sustainable path to six-figure and above earnings
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