Financial Advisor | Proven System, Unlimited Income Potential

United Placement Group; Scotland; On-site; GBP 60,000 - 100,000; Full time

Job summary

United Placement Group is seeking an experienced Financial Advisor to join their team in Scotland. This role offers a unique chance to maximize earnings through a generous commission structure and support for client engagements. Candidates should possess the necessary licenses and a proven track record in financial sales, ensuring a robust earning potential and professional growth. Join a dedicated environment that empowers financial professionals to thrive.

Benefits

6-Figure Earning Potential

Dedicated Appointment Setter

Dedicated Case Manager

Flexible Schedule

Access to Quality Financial Products

Qualifications

• Active Health and Life insurance license required.
• Must hold a Series 65 or Active Series 7 & 66 or ChFC designation.
• Proven sales ability and a clean U4 record necessary.

Responsibilities

• Engage with clients face-to-face to provide financial solutions.
• Manage a pipeline of 10-12 client appointments per week with support.
• Design tailored financial plans and handle relevant paperwork.

Skills

Sales Ability

Client Engagement

Needs-based Approach

Microsoft Office

Education

Health and Life Insurance License

Series 65 License

Active Series 7 & 66 or ChFC Designation

Job description

Elevate Your Career as a Financial Advisor: Join United Placement Group

Are you an experienced Financial Advisor with a focus on annuities and insurance products? Do you want to maximize your earning potential? If so, United Placement Group offers a unique opportunity for you!

About the Opportunity:

At Alliance America, we are dedicated to empowering financial professionals like you to thrive in your career. Here's what you can expect:

• Qualified Appointments: Say goodbye to cold calling and prospecting! We provide you with qualified client appointments, allowing you to focus solely on building relationships and closing deals.
• High Earning Potential: Our commission structure is designed for success. With the potential to earn a six-figure income, your hard work directly translates into financial rewards.
• Comprehensive Support: You won’t have to navigate the complexities of paperwork and client management alone. Our team provides robust back-office support, including appointment setters who connect you with ready-to-engage clients.
• Innovative Tools: Gain access to cutting-edge tools and resources that enhance your client interactions and streamline your workflow.

Your Ideal Qualifications:

We are looking for a results-driven professional with a proven track record in the financial services industry. If you possess the following, we want to hear from you:

• An active Health and Life insurance license.
• A Series 65 license or an Active Series 7 & 66 or ChFC designation.
• A clean U4 record (if currently registered).
• A passion for face-to-face meetings with clients in their homes.
• Proven sales ability with a successful history of using a needs-based approach.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• A willingness to travel within your home state to meet clients.

Join Alliance America and take your financial advising career to new heights. Whether you're an experienced professional looking for a better platform or someone seeking new challenges, we are excited to support you on your journey to success!

To be considered for this exciting opportunity, you must:

• Hold an active Health and Life insurance license.
• Have a Series 65 or have an Active Series 7 & 66 or ChFC designation.
• Maintain a clean U4 record (if currently registered).
• Be willing to meet clients face-to-face in their homes.
• Demonstrate a proven sales ability with a track record of successful sales using a needs-based approach.
• Be proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Have the willingness to travel within your home state to meet clients.

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

• 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
• Dedicated Appointment Setter who will schedule 10-12 qualified appointments per week, ensuring you have ample opportunities to meet with potential clients.
• Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
• Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
• Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.