Estate & Retirement Financial Advisor — In-Home Appointments

United Placement Group; Norristown (Montgomery County); On-site; USD 150,000 - 350,000; Full time

Job summary

United Placement Group seeks licensed Financial Advisors to join an elite team focused on in-home client engagements. You will spend time with qualified clients, closing deals, and earning exceptional income, with no cold calling.

Requirements include Health & Life license, Series 65 and Series 7/66 or CFP/ChFC credentials, clean U4, and willingness to travel within your state. You will receive pre-set appointments, strong support, and leading product options to grow your practice.

Qualifications

• Active Health & Life license.
• Series 65, Series 7/66 combo, CFP, or ChFC credentials.
• Clean U4 record.
• Proven in-person sales success.
• Willingness to travel within your state.

Responsibilities

• Sell in-home annuity and retirement planning solutions.
• Manage relationships with pre-set, qualified appointments.
• Close deals and earn commissions with minimal prospecting.

Skills

In-person sales experience

Education

Health & Life license

Series 65, Series 7/66 combo

ChFC

CFP

Equivalent qualifying credential

Job description

United Placement Group seeks licensed Financial Advisors to join an elite team focused on in-home client engagements. You will spend time with qualified clients, closing deals, and earning exceptional income, with no cold calling.

Requirements include Health & Life license, Series 65 and Series 7/66 or CFP/ChFC credentials, clean U4, and willingness to travel within your state. You will receive pre-set appointments, strong support, and leading product options to grow your practice.