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Annuities, Insurance, Financial Advisor-Streamline your Process

companyUnited Placement Group
locationLowell, MA, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Are you tired of spending precious time on prospecting and paperwork, taking away from your core focus of growing your business? What if I told you there's a solution that eliminates both these burdens, leaving you with more time to do what you do best – closing deals?

At Alliance America, we're excited to introduce you to our highly-unique and proven business model. It's designed to consistently place you in front of one qualified prospect after another, week-in and week-out, without any prospecting efforts on your part. But that's not all - we'll also take care of scheduling your entire work week, ensuring you have a steady flow of appointments with qualified prospects.

Here's where it gets even better: in addition to handling your prospecting and scheduling needs, we go above and beyond by managing all your paperwork behind the scenes. That's right – we'll chase your paperwork for you, ensuring the timely issue of policies without you having to lift a finger.

With our comprehensive approach, you can:

  • Focus solely on meeting with qualified prospects and closing deals.
  • Save valuable time and resources by eliminating the need for prospecting and paperwork management.
  • Enjoy peace of mind knowing that all administrative tasks are taken care of efficiently and professionally.

Say goodbye to the stress and frustration of juggling prospecting, scheduling, and paperwork. Let us handle the heavy lifting so you can concentrate on what truly matters – growing your business.

Ready to experience the benefits of our proven business model firsthand? APPLY NOW!


To be considered for this exciting opportunity, you must:

  • Hold an active Health and Life insurance license.
  • Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
  • Clean U4 record (if currently registered).
  • Must live in the State you are applying for!
  • Enjoy Face to Face meeting with the Clients in their home.
  • Proven sales ability with a track record of successful sales using a needs-based approach.
  • Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  • Travel (within your home state) and willingness to meet with qualified 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 8-12 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.
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