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Annuity Sales-Financial Advisor-Qualified Appts-150-350k+

Annuity Sales-Financial Advisor-Qualified Appts-150-350k+

United Placement GroupBoston, MA, US
2 days ago
Job type
  • Full-time
  • Quick Apply
Job description

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

Are you a driven, results-focused Financial Advisor or Insurance Agent  with a passion for annuity sales and retirement planning? ( Series 65 or Equivalent)

Do you hold an active  Health & Life license  and the ambition to reach  six-figure+ income levels —without grinding for leads?

If so, this is the  game-changing opportunity  you’ve been waiting for.

Note

  • Must be Licensed and live in the State you are Applying for to be considered.

Why This Is Different — And Better

We’re not just offering you a job But a Job w A Purpose - Along w Pre-set , Qualified appts w Customers already happy w us from our sister company.

We’re handing you the keys to a  streamlined, high-performance business model  that pairs top-tier Advisors with  pre-engaged clients  — no more endless prospecting or cold calling.

Through our strategic partnership with our  estate planning sister organization , you’ll meet with clients  already thinking about their financial future ... clients who  want  to hear from you.

And we’re only bringing on  1–2 Advisors per state  — ensuring true exclusivity and no territory overcrowding.

The Opportunity

As a  Senior Market Financial Planner  focusing on annuities, you’ll enjoy :

  • Pre-Set, Qualified Appointments  – 8-10+ per week booked for you and Qualified.
  • Exclusive Territory  – You must be licensed and live in the State you represent
  • Top-Tier Support  – A Dedicated Experienced appointment setter + a case manager handle scheduling, planning & paperwork so  you  can focus on clients.
  • Strong Six-Figure Income Potential  – A lucrative commission model that rewards results quickly.
  • 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 - Enjoy Life while working Smarter.
  • What We’re Looking For

  • Active  Health & Life insurance license
  • Series 65 , or Series 7 & 66, or  ChFC
  • Clean  U4 record  (if registered)
  • Proven  face-to-face sales success  with a consultative, needs-based approach
  • Comfortable with  Microsoft Office Suite  (Outlook, Word, Excel, PowerPoint)
  • Willing to  travel  within your state to meet qualified clients
  • Passion for  serving retirees  & helping them secure peace of mind
  • Benefits at a Glance

    ✅  6-Figure Earning Potential  without exhausting prospecting

    ✅  Exclusive appointments —no competing with other reps in your area

    ✅  Dedicated back-office team  to streamline your workflow, Free you to Sell, not push paper.

    ✅  Access to premier products  from top providers

    ✅  Control over your schedule  but with a consistent flow of business

    ✅ The chance to  make a real difference  in clients’ retirement security

    We Do not Mass hire, but only hire 1 or 2 per state as these customers are ready to meet.

    Your Next Move

    If you’re a  high-performing, SEC-licensed financial professional  ready to take your career to new heights with a  system built for closing and client impact ,

    APPLY NOW  to 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.

    Alliance America is looking for a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.

    Create a job alert for this search

    Annuity • Boston, MA, US

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