Unleash Your Potential as a Financial Advisor

United Placement Group • Pottsville, PA

10d

About The Position

Unleash Your Potential as a Financial Advisor Are you a driven Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning—and an active Health & Life license? This role offers a path to strong six-figure income potential, without the grind of constant prospecting or cold calling. Why this role stands out Pre-engaged, retirement-focused clients through a strategic partnership with an estate planning sister organization No territory overcrowding: only 1–2 Advisors per state, and you must live in the state you represent A streamlined model where you focus on advice and closing, not chasing leads The opportunity As a Senior Market Financial Planner focused on annuities, you will: Conduct 10–12 pre-set, qualified appointments per week Serve an exclusive territory within your state Work with an appointment setter and case manager who handle scheduling, planning, and paperwork Earn via a lucrative commission structure with strong six-figure potential Access a broad range of quality products to build tailored retirement income strategies Manage your own schedule and maintain work/life balance Ideal candidate profile Active Health & Life insurance license Series 65, or Series 7 & 66, or ChFC Clean U4 record (if registered) Documented face-to-face sales success using a consultative, needs-based approach Proficient with Microsoft Outlook, Word, Excel, and PowerPoint Willing to travel within your state to meet qualified clients Genuine passion for serving retirees and protecting their retirement security What you gain Six-figure earning potential without exhaustive prospecting Exclusive, qualified appointments with no internal competition in your area A dedicated back-office team to streamline your workflow Access to premier annuity and retirement solutions from top providers Control over your schedule with a consistent flow of business The opportunity to make a meaningful impact on clients’ long-term financial peace of mind If you are a high-performing, SEC-licensed financial professional ready to plug into a proven, high-performance system built for closing and client impact, we want to hear from you. Apply now to secure your spot in your state—before it’s gone.

Requirements

• Active Health & Life insurance license
• Series 65, or Series 7 & 66, or ChFC
• Clean U4 record (if registered)
• Documented face-to-face sales success using a consultative, needs-based approach
• Proficient with Microsoft Outlook, Word, Excel, and PowerPoint
• Willing to travel within your state to meet qualified clients
• Genuine passion for serving retirees and protecting their retirement security

Responsibilities

• Conduct 10–12 pre-set, qualified appointments per week
• Serve an exclusive territory within your state
• Work with an appointment setter and case manager who handle scheduling, planning, and paperwork
• Earn via a lucrative commission structure with strong six-figure potential
• Access a broad range of quality products to build tailored retirement income strategies
• Manage your own schedule and maintain work/life balance

What This Job Offers

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