Senior Retirement Advisor - Pre-Set Appointments + Support

United Placement Group; Allentown (Lehigh County); On-site; USD 70,000 - 110,000; Full time

Job summary

United Placement Group is seeking a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will conduct 10–12 pre-set appointments weekly with qualified prospects and work with a supporting team to prepare applications and follow-up.

Ideal candidates hold Health & Life licenses, Series 65 or Series 7/66, and have experience advising pre-retirees. This role minimizes cold outreach with back-office support and travel within the state.

Qualifications

• Active Health & Life insurance license (required).
• One of the following: Series 65; or Series 7 & 66.

Responsibilities

• Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
• Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
• Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
• Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
• Build and maintain strong client relationships through thoughtful follow-up and ongoing service.

Job description

United Placement Group is seeking a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will conduct 10–12 pre-set appointments weekly with qualified prospects and work with a supporting team to prepare applications and follow-up.

Ideal candidates hold Health & Life licenses, Series 65 or Series 7/66, and have experience advising pre-retirees. This role minimizes cold outreach with back-office support and travel within the state.