Estate & Retirement Financial Advisor -Exclusive Qualified Pre-Set Appt , 200K+
United Placement Group•King of Prussia, PA
•$200,000 - $350,000•Onsite
About The Position
This role is for high-performing Financial Advisors who are tired of prospecting and want to focus solely on meeting with qualified clients. The company provides fully qualified, pre-set appointments with members interested in retirement and legacy planning. Advisors will spend their time in client engagements, closing deals, and earning income, supported by a dedicated appointment setter and case manager. The position requires travel within the advisor's state and offers professional development through alignment with an estate and retirement planning organization.
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combination, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
- Must be licensed and reside in the state you're applying for
- Travel within your state is required
Nice To Haves
- Experience in estate and retirement planning
Responsibilities
- Conduct client meetings to discuss retirement and legacy planning.
- Close deals and earn income.
- Travel within the state to meet with clients.
- Participate in sales training and utilize client-first product options.
- Build secure and confident financial futures for retirees.
Benefits
- 8–10 qualified appointments weekly
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development
- Thriving referral pipeline from estate planning partners
- Complete administrative and appointment setting team
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients
- Independence and control
- Unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
