Senior Retirement Financial Advisor - Pre-Set Appointments

Unitedplacementgroup; Pittsburgh (Allegheny County); On-site; USD 75,000 - 110,000; Full time

Job summary

Unitedplacementgroup is seeking an experienced Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will work with pre-set, qualified prospects with minimal prospecting, supported by a professional team that handles scheduling, case design, and paperwork.

A dedicated back-office and case management team will help you focus on high-quality client work and achieving life balance.

Qualifications

• Active Health & Life insurance license is required.
• Either Series 65 or Series 7 & 66.
• Experience recommending annuities and retirement income strategies compliantly.
• Proven success meeting clients in person and closing consultative, needs-based recommendations.
• Comfort using Zoom or Microsoft Teams for client meetings.
• Willingness to travel within your state to meet clients.
• Eligible to work in the United States.

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.

Skills

Licensing: Health & Life

Series 65 or 7 & 66

Retirement income strategy

In-person client meetings

Virtual meeting platforms

State travel

US work authorization

Tools

Zoom

Microsoft Teams

Job description

Unitedplacementgroup is seeking an experienced Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will work with pre-set, qualified prospects with minimal prospecting, supported by a professional team that handles scheduling, case design, and paperwork.

A dedicated back-office and case management team will help you focus on high-quality client work and achieving life balance.