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Securities licensed financial advisor | streamlined process | no prospecting

Berwick-upon-Tweed
United Placement Group
Financial advisor
Posted: 21h ago
Offer description

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.

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Home > Jobs > Finance jobs > Financial advisor jobs > Financial advisor jobs in Berwick-upon-Tweed > Securities Licensed Financial Advisor | Streamlined Process | No Prospecting

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