Series 65 or ChFC Financial Advisor | Streamlined Process | Preset Appointments

United Placement Group; Town of Trenton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A top financial services firm in Nova Scotia is seeking a dedicated Financial Advisor to focus on annuity sales and retirement planning. The position offers pre-set client appointments and strong six-figure income potential without the need for cold calling. Candidates must have an active Health & Life insurance license and demonstrate proven sales success. This unique opportunity allows you to manage your own schedule while providing a valuable service to retirees.

Benefits

Top-tier support team

Flexible scheduling

Exclusive territory

Qualifications

• Active Health & Life insurance license required.
• Series 65 or Series 7 & 66 or ChFC needed.
• Proven face-to-face sales success essential.

Responsibilities

• Focus on annuities and retirement planning for clients.
• Manage client appointments and workflow effectively.
• Travel within the state to meet qualified clients.

Skills

Annuity sales

Consultative sales approach

Microsoft Office Suite proficiency

Job description

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!

Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? Do you hold an active Health & Life license and the ambition to reach six-figure income levels — without grinding for leads? If so, this is the game-changing opportunity you’ve been waiting for.

Why This Is Different — And Better

We’re not just offering you a job. We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.

Through our strategic partnership with our estate planning sister organization, you’ll meet with clients already thinking about their financial future — clients who want to hear from you. And we’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.

The Opportunity

As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:

• Pre-Set, Qualified Appointments – 10–12 per week booked for you
• Exclusive Territory – You must live in the state you represent
• Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients
• Strong Six-Figure Income Potential – A lucrative commission model that rewards results
• Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
• Flexibility – Manage your own schedule for work/life balance

What We’re Looking For

• Active Health & Life insurance license
• Series 65, or Series 7 & 66, or ChFC
• Clean U4 record (if registered)
• Proven face-to-face sales success with a consultative, needs-based approach
• Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Willing to travel within your state to meet qualified clients
• Passion for serving retirees and helping them secure peace of mind

Benefits at a Glance

6-Figure Earning Potential without exhausting prospecting; Exclusive appointments — no competing with other reps in your area; Dedicated back-office team to streamline your workflow; Access to premier products from top providers; Control over your schedule but with a consistent flow of business; The chance to make a real difference in clients’ retirement security.

Your Next Move

If you’re a high-performing, SEC-licensed financial professional ready to take your career to new heights with a system built for closing and client impact, APPLY NOW to secure your spot in your state before it’s gone.

This is more than a career — it’s the future you’ve been working toward.