Senior Retirement Income Planner (Annuities)

United Placement Group; Birmingham (AL); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Pre-set appointments

Dedicated back-office team

Exclusive territory

Supportive commission model

Product freedom

Job summary

United Placement Group is seeking a Senior Market Financial Planner (Annuity Focus) to join an exclusive, high‑performance team. You will work with pre‑set, qualified appointments and receive top‑tier support to design tailored retirement solutions.

Ideal candidates hold an active Health & Life license, Series 65 or Series 7 & 66 or ChFC, and boast a clean U4 with proven face‑to‑face sales. You will live in your state, travel as needed, and enjoy a clear path to six‑figure earnings.

Qualifications

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

Responsibilities

• Meet with clients to provide retirement planning guidance focused on annuities and retirement income.
• Network with qualified clients within your exclusive state territory.
• Collaborate with back-office team to schedule, plan, and close cases.
• Build tailored retirement solutions using a wide range of products and carriers.
• Maintain high levels of client service and regulatory compliance.

Skills

Active Health & Life license

Series 65

Series 7 & 66

ChFC

Clean U4

Face-to-face sales

CRM

e-applications

Microsoft Office

Travel within state

Tools

CRM

e-applications

Microsoft Office

Job description

United Placement Group is seeking a Senior Market Financial Planner (Annuity Focus) to join an exclusive, high‑performance team. You will work with pre‑set, qualified appointments and receive top‑tier support to design tailored retirement solutions.

Ideal candidates hold an active Health & Life license, Series 65 or Series 7 & 66 or ChFC, and boast a clean U4 with proven face‑to‑face sales. You will live in your state, travel as needed, and enjoy a clear path to six‑figure earnings.