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

United Placement Group; Jenkintown (PA); Presencial; USD 150.000 - 350.000; Jornada completa

Descripción de la vacante

United Placement Group is seeking licensed Financial Advisors to join an elite team. You will meet qualified clients in their homes across your state, eliminating cold calling and dead leads. Your focus is on applying retirement and estate planning expertise to close meaningful opportunities.

Must hold an active Life & Health license and credentials such as Series 65, Series 7/66, ChFC or CFP. Expect fully qualified appointments, strong support, and uncapped earnings with travel within your

Formación

• Active Health & Life license required.
• Series 65, Series 7/66 combo, ChFC, or CFP credentials preferred.
• Willingness to travel within your state to meet clients.

Responsabilidades

• Focus on sharing expertise, closing deals, and earning commissions.
• Attend pre-set, fully qualified appointments with clients.
• Avoid prospecting and cold calling; work with appointment setters and case managers.

Conocimientos

In-person sales

Travel willingness

Client meetings

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.