Financial Advisor - Insurance & Retirement Planning (Hybrid, 1099)

United Placement Group • St. Petersburg, FL

4d • Hybrid

About The Position

We are seeking a self-motivated and hard-working Financial Advisor to join our team in a hybrid capacity, servicing both new and existing clients. With 40 years of experience, we have developed a proven system that offers a variety of sales opportunities tailored to your expertise. Our focus is on providing top-notch financial planning services to our clients who need assistance with retirement planning, including insurance solutions and Roth conversion strategies. We provide the office space and technology you need to succeed. Most pre-scheduled virtual client appointments will be conducted on-site using our office and technology, with some flexibility available as needed. This gives you the structure and support of a professional office environment while still meeting with clients virtually. For advisors who want to grow further, there is also potential to expand into outside sales for greater earning opportunity. We believe in empowering our advisors to excel in their careers while providing exceptional service to our valued clients. We offer a supportive and collaborative work environment that fosters professional growth and rewards hard work. If you are ready to take your financial planning career to the next level and make a positive impact on our clients' retirement years, we encourage you to apply for this Financial Advisor position. Join our team and be a part of a company that values expertise, integrity, and client-focused solutions. We look forward to hearing from you and potentially welcoming you to our team of dedicated financial professionals!

Requirements

• Active Series 7 & 66, or Series 65, or ChFC equivalent
• Clean U4 (if currently registered)
• Familiarity with Roth conversions and retirement income strategies
• Proven Sales Ability: Demonstrated track record of successfully selling insurance products and/or investment strategies using a needs-based approach
• Proficiency in Microsoft Office: Strong skills in Outlook, Word, Excel, and PowerPoint
• Ethical Judgment: Sound financial and ethical judgment, always prioritizing clients' best interests
• Self-Starter and Problem Solver: Proactive, self-motivated, and capable of solving complex financial challenges
• Communication Skills: Advanced listening, written, and oral communication skills, along with strong persuasive and interpersonal abilities
• Comfortable conducting virtual client meetings primarily from our on-site office, with occasional flexibility as needed

Nice To Haves

• Retirement Income Certified Professional (RICP) designation, or willingness to obtain it, demonstrating commitment to expertise in retirement income planning
• Open to outside sales opportunities as they arise, for advisors seeking greater earning potential

Responsibilities

• Service both new and existing clients.
• Provide financial planning services focused on retirement planning, insurance solutions, and Roth conversion strategies.
• Conduct virtual client appointments, primarily from the on-site office.
• Potentially expand into outside sales for greater earning opportunity.

Benefits

• Lucrative earning potential — six-figure income potential in your first year through a generous commission structure and a steady stream of qualified clients
• Pre-scheduled appointments — our Appointment Setter works to line up appointments for you, targeting 10–12 per week
• Office and technology provided — we supply the workspace and tools you need for both virtual and on-site meetings
• Experienced Case Manager support — a dedicated Case Manager works alongside you to design client financial plans and handle paperwork
• Flexibility and independence — manage your own schedule as a 1099 independent contractor
• Top carrier products — access to a wide range of high-quality financial products for our existing client base
• Growth opportunity — potential to expand into outside sales for greater income potential

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed