Elite Retirement Advisor: Pre-Set In-Home Appointments

United Placement Group; Harrisburg (Dauphin County); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Pre-set appointments

High earnings potential

State travel support

Job summary

United Placement Group is seeking high-performing financial advisors who won’t prospect, with fully qualified, pre-set appointments. This role focuses on sharing retirement planning expertise, closing deals, and earning exceptional income.

Licensed with a Series 65 and/or Series 7/66, ChFC, or CFP, and willing to travel within the state, you’ll thrive with supported client engagements. Expect 8–10 qualified appointments weekly, uncapped territory, and a dedicated appointment setter.

Qualifications

• Active Health & Life 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.

Responsibilities

• Close deals with pre-set appointments and qualified clients.
• Share expertise in retirement and legacy planning.
• Travel within your state to meet clients in person.
• Leverage an established support team and carrier options.

Job description

United Placement Group is seeking high-performing financial advisors who won’t prospect, with fully qualified, pre-set appointments. This role focuses on sharing retirement planning expertise, closing deals, and earning exceptional income.

Licensed with a Series 65 and/or Series 7/66, ChFC, or CFP, and willing to travel within the state, you’ll thrive with supported client engagements. Expect 8–10 qualified appointments weekly, uncapped territory, and a dedicated appointment setter.