Securities Licensed Financial Advisor | Streamlined Process | No Prospecting
Securities Licensed Financial Advisor | Streamlined Process | No Prospecting

Securities Licensed Financial Advisor | Streamlined Process | No Prospecting

Berwick-Upon-Tweed Full-Time No home office possible
Go Premium
U

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!

Are you a driven, results-focused Financial Advisor or Insurance Agentwith a passion for annuity sales and retirement planning?
Do you hold an activeHealth & Life licenseand the ambition to reachsix-figure income levels—without grinding for leads?
If so, this is thegame-changing opportunityyou’ve been waiting for.

Why This Is Different — And Better

We’re not just offering you a job.
We’re handing you the keys to astreamlined, high-performance business modelthat pairs top-tier Advisors withpre-engaged clients— no more endless prospecting or cold calling.

Through our strategic partnership with ourestate planning sister organization, you’ll meet with clientsalready thinking about their financial future… clients whowantto hear from you.
And we’re only bringing on1–2 Advisors per state— ensuring true exclusivity and no territory overcrowding.

The Opportunity

As aSenior Market Financial Plannerfocusing on annuities, you’ll enjoy:

  • Pre-Set, Qualified Appointments– 10–12 per week booked for you
  • Exclusive Territory– You must live in the state you represent
  • Top-Tier Support– An appointment setter + a case manager handle scheduling, planning & paperwork soyoucan focus on clients
  • Strong Six-Figure Income Potential– A lucrative commission model that rewards results
  • Product Freedom– Access to a wide range of high-quality providers to craft tailored retirement solutions
  • Flexibility– Manage your own schedule for work/life balance

What We’re Looking For

  • ActiveHealth & Life insurance license
  • Series 65, or Series 7 & 66, orChFC
  • CleanU4 record(if registered)
  • Provenface-to-face sales successwith a consultative, needs-based approach
  • Comfortable withMicrosoft Office Suite(Outlook, Word, Excel, PowerPoint)
  • Willing totravelwithin your state to meet qualified clients
  • Passion forserving retirees& helping them secure peace of mind

Benefits at a Glance

6-Figure Earning Potentialwithout exhausting prospecting
Exclusive appointments—no competing with other reps in your area
Dedicated back-office teamto streamline your workflow
Access to premier productsfrom top providers
Control over your schedulebut with a consistent flow of business
The chance tomake a real differencein clients’ retirement security

Your Next Move

If you’re ahigh-performing, SEC-licensed financial professionalready to take your career to new heights with asystem built for closing and client impact,
APPLY NOWto secure your spot in your state before it’s gone.

This is more than a career — it’s the future you’ve been working toward.

#J-18808-Ljbffr

U

Contact Detail:

United Placement Group Recruiting Team

Securities Licensed Financial Advisor | Streamlined Process | No Prospecting
United Placement Group
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

U
  • Securities Licensed Financial Advisor | Streamlined Process | No Prospecting

    Berwick-Upon-Tweed
    Full-Time

    Application deadline: 2027-08-20

  • U

    United Placement Group

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>