Estate & Retirement Financial Advisor-Exclusive Qualified Pre-Set Appt, 200-350K

United Placement Group•Allentown, PA

1d•$200,000 - $350,000•Onsite

About The Position

This role is for high-performing Financial Advisors who are looking for an opportunity to focus solely on client engagements rather than prospecting. The company provides fully qualified, pre-set appointments with clients eager to discuss retirement and legacy planning. Advisors will spend their time sharing expertise, closing deals, and earning exceptional income. Travel within the state of application is required.

Requirements

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
Must be licensed and reside in the state you're applying for
Commitment to helping retirees build secure, confident financial futures

Responsibilities

Conduct client meetings to discuss retirement and legacy planning.
Close deals and generate income.
Travel within the state for client meetings.
Build secure and confident financial futures for retirees.

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
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