Estate & Retirement Advisor — In-Person, Pre-Booked Appointments

United Placement Group; Allentown (Lehigh County); À distance; USD 150 000 - 350 000; Plein temps

Avantages offerts par ce poste

No prospecting

Pre-set appointments

Appointment setter support

Statewide travel opportunity

Résumé du poste

United Placement Group is seeking licensed financial advisors who don’t prospect to meet with pre-qualified retirement clients in-home across your state. You’ll focus on sharing your expertise, closing deals, and earning exceptional income with a dedicated appointment setter and case manager.

Applicants should hold Series 65 or Series 7/66 with ChFC or CFP, have an active health and life license, a clean U4 record, and a proven in-person sales track record.

Qualifications

• Active Health & Life license (required).
• Series 65 or Series 7/66 combo with ChFC/CFP or equivalent credential.
• Clean U4 record (if applicable).
• Proven in-person sales success.
• Willingness to travel within state for client meetings.
• Commitment to helping retirees build secure financial futures.

Responsabilités

• Close deals with pre-set, qualified clients.
• Focus on retirement and legacy planning.
• Leverage support from appointment setter and case manager.
• Travel within your state for client meetings.

Connaissances

In-person sales

Travel within state

Formation

Series 65 or Series 7/66 + ChFC/CFP

Active Health & Life insurance license

Description du poste

United Placement Group is seeking licensed financial advisors who don’t prospect to meet with pre-qualified retirement clients in-home across your state. You’ll focus on sharing your expertise, closing deals, and earning exceptional income with a dedicated appointment setter and case manager.

Applicants should hold Series 65 or Series 7/66 with ChFC or CFP, have an active health and life license, a clean U4 record, and a proven in-person sales track record.