Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

United Placement GroupPhiladelphia, PA
4d$150,000 - $350,000

About The Position

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 150-350K+ Now Hiring: High-Performing Financial Advisors Who Don’t Prospect Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads? If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you. We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income. If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings. You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required. Why You’ll Love This Role 8–10 qualified appointments weekly —Qualified, pre-scheduled and ready to meet 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 positioned to change the world one client at a time

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

Benefits

  • 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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