Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appt
United Placement Group•King of Prussia, PA
•$150,000 - $350,000•Remote
About The Position
This role is designed for high-performing Financial Advisors who are tired of prospecting, cold calling, and chasing dead leads. The firm provides fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. The advisor's focus will be on sharing expertise, closing deals, and earning exceptional income, with no endless cold calling or lead chasing required. The position requires travel within the state the advisor is applying for.
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
- Must be licensed and reside in the state you're applying for.
Nice To Haves
- If you like prospecting, then move on, this is not for you.
Responsibilities
- Conduct client meetings to discuss retirement and legacy planning.
- Close deals and earn income.
- 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, 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
