Senior Retirement Advisor - Pre-Set Appointments & Support

United Placement Group; Pittsburgh (Allegheny County); On-site; USD 85,000 - 125,000; Full time

Job summary

United Placement Group is seeking an experienced Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will conduct pre-set appointments, educate clients, and recommend suitable solutions while collaborating with a dedicated support team for calendar management and paperwork.

The role offers strong client interaction with growth opportunities in a collaborative environment, designed to reduce prospecting burdens and improve work-life balance.

Qualifications

• Health & Life insurance license required.
• Series 65 or Series 7 & 66 licenses required.
• Experience recommending annuities and retirement income strategies.
• Proven success meeting clients in person and closing needs-based recommendations.
• Comfort using Zoom or Microsoft Teams for client meetings.
• Experience serving pre-retirees and retirees.
• Willingness to travel within your state.
• Authorized to work in the United States.

Responsibilities

• Conduct 10–12 pre-set appointments per week with qualified prospects.
• Educate clients on retirement income, annuities, and protection strategies.
• Recommend suitable annuity solutions from top providers.
• Partner with an internal appointment setter and case manager for calendar, prep, and paperwork.
• Build and maintain strong client relationships through follow-up and ongoing service.

Skills

Health & Life Insurance License

Series 65

Series 7 & 66

Retirement planning

In-person meetings

Video conferencing

Travel willingness

USA work authorization

Tools

Zoom

Microsoft Teams

Job description

United Placement Group is seeking an experienced Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will conduct pre-set appointments, educate clients, and recommend suitable solutions while collaborating with a dedicated support team for calendar management and paperwork.

The role offers strong client interaction with growth opportunities in a collaborative environment, designed to reduce prospecting burdens and improve work-life balance.