About this opportunity
United Placement Group lists this Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appt opportunity in king of prussia, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Unleash Your Potential as a Financial Advisor - Join Our Elite, Exclusive Team! 150-350K+
Now Hiring: High-Performing Financial Advisors Who Dont Prospect !
Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If youre 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 appointmentswith 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 youre applying for (current state we are looking for) . Travel within your state is required.
Why Youll 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
#J-18808-Ljbffr
Worksite address
king of prussia, PA, 19406, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.