Estate & Retirement Advisor - Pre-Booked Appointments

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

Benefits offered by this job

Dedicated appointment setter

Case manager support

Training in retirement planning

Unlimited earning potential

Work-life balance

Job summary

United Placement Group is seeking a high-performing Financial Advisor licensed in your state to join an elite team. This role offers pre-set appointments, travel within the state, and no cold calling, enabling you to close retirement and legacy planning deals with qualified clients.

Bring Series 65 or Series 7/66 with ChFC or CFP credentials, an active health and life license, and a proven in-person sales record.

Qualifications

• Licensed in health and life insurance with appropriate state approval.
• Series 65 or Series 7/66, with ChFC or CFP credentials.
• Clean U4 record (if applicable) and proven in-person sales success.
• Willing to travel within the applying state for client meetings.

Responsibilities

• Manage pre-set, qualified appointments and close retirement and legacy planning deals.
• Focus on sharing expertise with clients; no prospecting.
• Collaborate with an appointment setter and case manager.
• Develop ongoing client relationships and provide financial guidance.

Skills

In-person sales

Client relationships

Travel for client meetings

Education

Active Health & Life insurance license

Series 65

Series 7/66

ChFC

CFP

Job description

United Placement Group is seeking a high-performing Financial Advisor licensed in your state to join an elite team. This role offers pre-set appointments, travel within the state, and no cold calling, enabling you to close retirement and legacy planning deals with qualified clients.

Bring Series 65 or Series 7/66 with ChFC or CFP credentials, an active health and life license, and a proven in-person sales record.