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

United Placement Group • Harrisburg, PA

11d

About The Position

The Estate & Retirement Financial Advisor meets with qualified, pre-scheduled clients to discuss retirement and legacy planning. The company provides 8–10 appointments weekly, along with appointment-setting and case-management support, so the advisor can focus on client engagements and sales rather than prospecting. The role emphasizes annuity and retirement-focused sales, client-first product options, and in-person relationship building. Advisors must reside in the state for which they apply and travel within that state for client meetings. Compensation is commission-based with unlimited earning potential and incentives for top performance.

Requirements

• Hold an active Health & Life insurance license.
• Hold a Series 65, Series 7/66 combination, ChFC, CFP, or equivalent qualifying credential.
• Maintain a clean U4 record, if applicable.
• Have a strong track record of in-person sales success.
• Be able to travel for client meetings within the state of residence.
• Reside in the state for which applying.
• Be committed to helping retirees build secure financial futures.

Responsibilities

• Meet with qualified, pre-scheduled clients to discuss retirement and legacy planning.
• Build relationships with clients through in-person, face-to-face meetings, including in-home meetings.
• Present and sell annuity and retirement-planning solutions using client-first product options and customizable product strategies.
• Travel within the state of residence for client meetings.
• Focus on client engagements and sales rather than prospecting, cold calling, or chasing leads.

Benefits

• 8–10 qualified, pre-scheduled appointments weekly.
• Uncapped territory with potential to expand.
• Dedicated appointment setter and case manager, plus administrative and appointment-setting support.
• Sales training focused on annuities and retirement planning.
• Access to industry-leading carriers and customizable product strategies.
• Unlimited commission potential and incentives for top performance.
• Flexible schedule and independence with ongoing support.
• Professional development through alignment with an estate and retirement planning organization.

What This Job Offers

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