Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appts

United Placement Group • Jenkintown, PA

7d • $150,000 - $300,000

About The Position

The Estate & Retirement Financial Advisor meets with qualified clients to discuss retirement and legacy planning, share financial expertise, and close sales. The company provides 8–10 qualified, pre-scheduled appointments each week, along with a dedicated appointment setter and case manager, so the advisor can focus on client engagements rather than prospecting. The role emphasizes annuity and retirement-focused sales, client-first product options, and relationship building through in-home, face-to-face meetings.

The advisor must hold the required licenses or qualifying financial credential and reside in the state for which they are applying. Travel within that state is required. The position offers independence, a flexible schedule, ongoing support, and unlimited commission potential.

Requirements

• Reside in the state for which applying.
• 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.

Responsibilities

• Meet with qualified clients at pre-scheduled appointments to discuss retirement and legacy planning.
• Share financial expertise and close sales.
• Travel within the state of residence for client meetings, including in-home, face-to-face appointments.
• Build relationships with clients and help retirees pursue secure financial futures.

Benefits

• 8–10 qualified, pre-scheduled appointments weekly.
• Uncapped territory with potential to expand.
• Dedicated appointment setter and case manager.
• Sales training focused on annuities and retirement, with client-first product options.
• Flexible schedule and independence with ongoing support.
• Unlimited commission potential and incentives for top performance.
• Exclusive support team dedicated to the advisor’s success.
• Access to industry-leading carriers and customizable product strategies.
• Referral pipeline from estate planning partners.

What This Job Offers

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