Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

United Placement Group • Green Bay, WI

5d • Hybrid

About The Position

This role is designed for experienced Financial Advisors or Insurance Agents who want to focus on client work and income without the burden of constant prospecting, seminar costs, or chasing paperwork. The position offers pre-set, qualified appointments, full back-office and case management support, and the opportunity to work with annuities and retirement income strategies. It emphasizes a better life balance by removing common pain points associated with client acquisition and administrative tasks.

Requirements

• Active Health & Life insurance license (required).
• One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
• Proven face-to-face sales success using a consultative, needs-based approach.
• Clean U4 (if currently registered).
• Proficiency with Microsoft Office and comfort using virtual meeting tools.
• Willingness to travel within your state to meet clients.
• A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind.

Nice To Haves

• Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).

Responsibilities

• Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
• Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
• Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
• Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
• Build and maintain strong client relationships through thoughtful follow-up and ongoing service.

Benefits

• No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads—client acquisition is handled for you.
• Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
• Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.
• Help with “paper chasing”: From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.
• Strong six-figure income potential supported by a competitive commission structure and a steady flow of qualified appointments.
• No cold calling, no door-knocking, and no endless prospecting—spend your time where it counts: in meetings with ready-to-talk clients.
• Dedicated back-office and case management support to dramatically reduce non-revenue activities.
• Access to leading products and carriers to build truly client-centric retirement and income plans.
• Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.

What This Job Offers

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