Elite Estate & Retirement Advisor — Prequalified Client Meetings

United Placement Group; Philadelphia (Philadelphia County); Remote; USD 150,000 - 350,000; Full time

Benefits offered by this job

Pre-set appointments

Dedicated appointment setter

Case manager support

Industry-leading training

Job summary

United Placement Group is seeking licensed financial professionals to join a high-performing team focused on retirement and estate planning. The role involves meeting clients in-home across your state, leveraging pre-set appointments to close deals, and earning substantial income.

Expect robust support from appointment setters and a dedicated case manager, with training and access to top carriers and product strategies.

Qualifications

• Active Health & Life insurance license required.
• Series 65 plus Series 7/66 combo, ChFC, CFP or equivalent.
• Proven in-person sales record with a strong closing ability.

Responsibilities

• Meet with clients in-home or in-person to discuss retirement and estate planning.
• Close deals and share expertise to drive earnings.
• Collaborate with appointment setters and case managers to maximize client engagements.

Skills

Licensed Life & Health

Series 65

Series 7/66

ChFC or CFP

In-person sales

Travel to clients

Education

Financial licensure & credentials

Job description

United Placement Group is seeking licensed financial professionals to join a high-performing team focused on retirement and estate planning. The role involves meeting clients in-home across your state, leveraging pre-set appointments to close deals, and earning substantial income.

Expect robust support from appointment setters and a dedicated case manager, with training and access to top carriers and product strategies.