Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

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

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and a better life balance.

Senior & Retirement Financial Advisor – Pre-Set Appointments, Full Support

The role

As a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:

• 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.

What we’re looking for

• Active Health & Life insurance license (required).
• One of the following: 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, Microsoft Teams, or similar virtual meeting platforms for client meetings.
• Experience serving pre-retirees and retirees and helping them achieve peace of mind.
• Willingness to travel within your state to meet clients.
• Eligible to work in the United States.

Why this opportunity stands out

• No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads—client acquisition is handled for you.
• Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
• Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.
• Help with “paper chasing”: From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.
• Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).
• Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.

What you gain

• No cold calling, no door-knocking, and no endless prospecting—spend your time where it counts: in meetings with ready-to-talk clients.
• Dedicated back-office and case management support to dramatically reduce non-revenue activities.
• Access to leading products and carriers to build truly client-centric retirement and income plans.
• Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.