Retirement & Estate Advisor - In-Home Meetings, Earnings

United Placement Group; Jenkintown (PA); On-site; USD 150,000 - 350,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

In-person sales

Travel willingness

Client meetings

Job description

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