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

United Placement Group; Harrisburg (Dauphin County); Presencial; USD 150.000 - 350.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Unlimited commissions

In-home meetings

Administrative support

State travel allowance

Descripción de la vacante

United Placement Group is seeking high-performing Financial Advisors who don’t prospect, offering fully qualified, pre-set appointments and strong earnings potential. You will travel within your state to meet clients and close retirement planning opportunities with a proven support team.

Requirements include Series 65 or Series 7/66 with ChFC/CFP credentials and an active Health & Life license; prior in-person sales success is essential.

Formación

• Licensed in Health & Life insurance
• Series 65 or Series 7/66, ChFC or CFP required
• Strong in-person sales track record
• Willingness to travel within state

Responsabilidades

• Meet with clients in-person at their homes or preferred locations.
• Close retirement planning opportunities with established clients.
• Collaborate with appointment setters and case managers to optimize schedules.

Conocimientos

In-person sales

Travel readiness

Client relationship

No prospecting required

Educación

Series 65

Series 7/66

ChFC

CFP

Herramientas

CRM experience

Descripción del empleo

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.