Elite Retirement Planner — Pre-Booked Clients

United Placement Group; Birmingham; On-site; GBP 60,000 - 120,000; Full time

Benefits offered by this job

Pre-set appointments

Exclusive territory

Back-office support

Flexible schedule

Job summary

United Placement Group is seeking a Senior Market Financial Planner (Annuity Focus) to deliver retirement planning with pre-set appointments and an exclusive territory across the state. You will work alongside a top-tier team designed to support client-facing success and steady revenue growth.

You will join an elite platform with dedicated back-office support and a broad array of carrier partners to tailor retirement solutions, aiming for a six-figure earnings potential through performance-based

Qualifications

• Active Health & Life insurance license is required.
• Series 65, or Series 7 & 66, or ChFC credentials.
• 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, MS Office).
• Willingness to travel within your state to meet qualified clients.
• Passion for serving retirees and securing long-term peace of mind.

Responsibilities

• Engage clients as Senior Market Financial Planner focused on annuities and retirement income.
• Leverage pre-set, qualified appointments and exclusive territory to drive client engagements.
• Collaborate with back-office team for scheduling, planning and paperwork so you focus on clients.
• Operate within a high-performance model offering six-figure earnings through production.

Skills

Active Health & Life license

Series 65

Series 7

Series 66

ChFC

CRM familiarity

Face-to-face sales

Tools

CRM

Job description

United Placement Group is seeking a Senior Market Financial Planner (Annuity Focus) to deliver retirement planning with pre-set appointments and an exclusive territory across the state. You will work alongside a top-tier team designed to support client-facing success and steady revenue growth.

You will join an elite platform with dedicated back-office support and a broad array of carrier partners to tailor retirement solutions, aiming for a six-figure earnings potential through performance-based