Estate & Retirement Advisor: Pre-Set Appointments

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

Benefits offered by this job

Dedicated appointment setter and case-

Access to leading carriers and product

Independent with support, no prospect-

Job summary

United Placement Group is seeking a licensed financial professional to join a high-earning, in-home advisory model. You will partner with an administrative and appointment-setting team to meet with qualified clients, close retirement-focused opportunities, and travel within your state to meet prospects.

This role emphasizes client-facing engagement, no cold calling, and substantial income potential through commissions and incentives.

Qualifications

• Active Health & Life insurance license required.
• Series 65, Series 7/66 combo, ChFC, CFP or equivalent qualifying credential.
• Strong track record of in-person, sales success.
• Ability to travel within your state for client meetings.

Responsibilities

• Close deals with pre-qualified, pre-set appointments.
• Focus on retirement planning and wealth management discussions.
• Travel within your state to meet clients in-person.
• Leverage support from appointment setters and case managers.

Skills

Pre-set appointments

In-home meetings

Sales success track record

Travel willingness

Education

Series 65

Series 7/66

ChFC

CFP

Job description

United Placement Group is seeking a licensed financial professional to join a high-earning, in-home advisory model. You will partner with an administrative and appointment-setting team to meet with qualified clients, close retirement-focused opportunities, and travel within your state to meet prospects.

This role emphasizes client-facing engagement, no cold calling, and substantial income potential through commissions and incentives.