At a Glance
- Tasks: Guide clients in financial and estate planning with pre-set appointments.
- Company: Join an elite team focused on empowering financial advisors.
- Benefits: Earn 200-350K+, enjoy flexible scheduling, and receive dedicated support.
- Other info: Exclusive territories ensure minimal competition and maximum earning potential.
- Why this job: No more cold calling; work with engaged clients ready for your expertise.
- Qualifications: Active Health & Life license and proven sales success required.
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
Are you a driven, results-focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being your own marketing department? If you hold an active Health & Life license and want a clear path to six-figure income without burning out, this may be the opportunity you’ve been working toward.
Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business:
- No more spending most of your week prospecting instead of advising
- No more pressure to constantly “hunt” your natural market
- No more juggling marketing, admin, and case design alone
- No more inconsistent lead flow and unpredictable income
Why this is different: We’ve built a streamlined, high-performance business model that pairs top-tier advisors with pre-engaged clients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, you meet with clients who want guidance—no door knocking, no cold calling. To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding.
The opportunity: Senior Market Financial Planner (Annuity Focus)
As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy:
- Pre-set, qualified appointments– 10–12 per week booked for you
- Exclusive territory– You live in and represent your own state
- Top-tier support– Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients
- Strong six-figure income potential– Results-driven commission model that rewards production
- Product freedom– Access to a wide range of high-quality products and carriers to build tailored retirement solutions
- Flexibility– You manage your own schedule with a consistent flow of business
What we’re looking for:
- 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
- A genuine passion for serving retirees and helping them secure long-term peace of mind
What you get:
- 8–12+ pre-scheduled appointments per week with qualified, engaged prospects
- 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
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ in Birmingham employer: United Placement Group
United Placement Group is an exceptional employer, offering a dynamic work culture that prioritises collaboration and client success. With dedicated back-office support and a focus on employee growth, you will have the opportunity to thrive in your role as an Elite Retirement Planner while enjoying the benefits of working within an exclusive territory and a top-tier team. The potential for six-figure earnings through performance-based incentives makes this position not only rewarding but also meaningful.
StudySmarter Expert Advice🤫
We think this is how you could land Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like United Placement Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to United Placement Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on United Placement Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at United Placement Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with United Placement Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at United Placement Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former United Placement Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
