Estate & Retirement Advisor - Pre-Set Appointments
United Placement Group
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Benefits offered by this job
Job summary
United Placement Group is seeking licensed financial professionals to join an elite team focused on in-home, face-to-face retirement planning conversations across your state. You will leverage fully qualified, pre-set appointments and expert support from an appointment setter and case manager to close annuity and retirement solutions with clients.
This role offers uncapped earnings with commissions, comprehensive training, and flexible scheduling for dedicated professionals who want real client
Qualifications
- Active license in health & life or equivalent and required credentials.
- Series 65 and Series 7/66, ChFC or CFP are highly preferred.
- Clean U4 record and proven in-person sales success.
- Ability to travel within the state for client meetings.
Responsibilities
- Engage clients in in-home meetings across the state to discuss retirement needs.
- Close deals and grow income through annuities and retirement planning products.
- Leverage pre-set appointments and support teams to optimize meetings.
- Maintain high standards of compliance and client-first service.
Skills
Education
Job description
United Placement Group is seeking licensed financial professionals to join an elite team focused on in-home, face-to-face retirement planning conversations across your state. You will leverage fully qualified, pre-set appointments and expert support from an appointment setter and case manager to close annuity and retirement solutions with clients.
This role offers uncapped earnings with commissions, comprehensive training, and flexible scheduling for dedicated professionals who want real client
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