Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appts

United Placement Group; Allentown (Lehigh County); Remote; USD 150,000 - 350,000; Full time

Benefits offered by this job

No prospecting

Pre-set appointments

Appointment setter support

Statewide travel opportunity

Job summary

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.

Responsibilities

• 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.

Skills

In-person sales

Travel within state

Education

Series 65 or Series 7/66 + ChFC/CFP

Active Health & Life insurance license

Job description

Unleash Your Potential as a Financial Advisor - Join Our Elite, Exclusive Team! 150-350K+

Now Hiring: High-Performing Financial Advisors Who Don’t Prospect !

Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you.

We set the appointments - you focus on sharing your expertise, closing deals, and earning exceptional income.
If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.

We provide what most firms promise but rarely deliver: fully qualified, pre-set appointmentswith members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.

You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required.

Why You’ll Love This Role

• 8-10 qualified appointments weekly -Qualified, pre-scheduled and ready to meet
• Uncapped territory with potential to expand
• Comprehensive support from a dedicated appointment setter and case manager
• Proven annuity and retirement focus sales training with client-first product options
• Work/life balance with unlimited earning potential
• Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time

What You Bring

• Active Health & Life insurance license
• Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
• Clean U4 record (if applicable)
• Strong track record of in-person, sales success
• Ability to travel for client meetings
• Commitment to helping retirees build secure, confident financial futures

What Sets Us Apart

• Thriving referral pipeline from estate planning partners
• A complete administrative and appointment setting team so you focus on selling
• Access to industry-leading carriers and customizable product strategies
• Consistent flow of new, qualified clients - not prospects to chase
• Independence and control, without the grind of prospecting

Compensation and Rewards

• unlimited commission potential and incentives for top performance
• Flexible schedule and independence with ongoing support
• Exclusive support team dedicated to your success

Take the Next Step

If you like prospecting, then move on, this is not for you.

If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building - and you’re ready to travel your state to meet ready-to-act clients - this is your moment.