Estate & Retirement Financial Advisor - Exclusive Qualified Pre-Set Appointments
United Placement Group•Worcester, MA
•$175,000 - $350,000•Onsite
About The Position
This role is for high-performing Financial Advisors who are looking to eliminate prospecting and focus solely on meeting with qualified clients. The company provides exclusive, pre-set appointments with members eager to discuss retirement and legacy planning. Advisors will focus on sharing their expertise, closing deals, and earning exceptional income. Travel within the state of application is required.
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, 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, financial futures
- Licensed and reside in the state you're applying for.
Nice To Haves
- Exhausted from prospecting, cold calling, door knocking, and chasing dead leads.
- Ready to spend every working hour in front of qualified clients instead of behind a phone or CRM.
- Likes to travel their state to meet ready-to-act clients.
Responsibilities
- Meet with qualified clients for retirement and legacy planning discussions.
- Share expertise and close deals.
- Travel within the state for client meetings.
- Build in-home face-to-face relationships with clients.
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 through alignment with an estate and retirement planning organization
- Thriving referral pipeline from estate planning partners
- A 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
