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

Case manager support

Training on retirement products

Access to leading carriers

Job summary

United Placement Group is seeking high-performing financial advisors to join an elite team that focuses on meeting with qualified clients through pre-set appointments. You will close deals and earn exceptional income while receiving robust support from appointment setters and case managers.

Licensed with Series 65 and Series 7/66, ChFC or CFP, you must reside in the state you apply for and be willing to travel within that state.

Qualifications

• Licensed and reside in the state you are applying for.
• Active health & life insurance license.
• Series 65 and Series 7/66 combo, ChFC or CFP credentials.
• Strong in-person sales track record.
• Willingness to travel within the state for client meetings.

Responsibilities

• Present and close financial planning and retirement solutions with qualified clients.
• Collaborate with appointment setters and case managers to maximize client engagements.
• Build and maintain relationships with clients to support long-term financial goals.
• Continually expand knowledge of annuity and retirement product options.

Skills

Sales experience

Client facing

Relationship building

Travel-ready

Communication skills

Education

Series 65 license

Series 7/66 license

ChFC certification

CFP certification

State life/health license

Job description

United Placement Group is seeking high-performing financial advisors to join an elite team that focuses on meeting with qualified clients through pre-set appointments. You will close deals and earn exceptional income while receiving robust support from appointment setters and case managers.

Licensed with Series 65 and Series 7/66, ChFC or CFP, you must reside in the state you apply for and be willing to travel within that state.