Estate & Retirement Financial Advisor - Exclusive Qualified Pre-Set Appts.
United Placement Group•Norristown, PA
•$150,000 - $350,000•Onsite
About The Position
This role is for high-performing Financial Advisors who are looking for an opportunity where they do not have to prospect. The company provides fully qualified, pre-set appointments with members who are 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, confident financial futures
- Licensed and reside in the state you're applying for
Responsibilities
- Conduct client meetings to discuss retirement and legacy planning.
- Close deals and earn income.
- Travel within the state for client meetings.
- Utilize sales training and client-first product options.
- Build secure, 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 through alignment with an estate and retirement planning organization
- 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, without the grind of prospecting
- 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
