What are the responsibilities and job description for the Estate & Retirement Financial Advisor-Exclusive Qualified Pre-Set Appt, 200-350K position at United Placement Group?
Now Hiring: High-Performing Financial Advisors Who Don’t Prospect !
Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you.
We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income.
If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.
You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required.
Why You’ll Love This Role
- 8–10 qualified appointments weekly —Qualified, pre-scheduled and ready to meet
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
What You Bring
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
What Sets Us Apart
- Thriving referral pipeline from estate planning partners
- A complete administrative and appointment setting team so you focus on selling
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients — not prospects to chase
- Independence and control, without the grind of prospecting
Compensation and Rewards
- unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
Take the Next Step
If you like prospecting, then move on, this is not for you.
But if you’re done prospecting and ready to work qualified appointments — set for you every week — apply today.
If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment.
APPLY NOW to claim your state’s opening and join a high-performance advisor network that delivers real opportunity and results.
Salary : $150,000 - $350,000