Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
United Placement Group · Allentown, PA, US
The role
This role is for an experienced financial advisor or insurance agent to conduct pre-set appointments with qualified prospects, focusing on annuities and retirement income strategies. The position includes full back-office support, case management, and no cold calling or marketing costs. It requires an active health and life insurance license and relevant securities registrations.
- Location
- Allentown, PA, US
- Level
- Senior
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 65 days agothe first time we saw it
About United Placement Group
United Placement Group is a company that connects financial advisors with pre-set appointments and provides back-office support, focusing on retirement and estate planning services.
What you would do
- Conduct 10-12 pre-set appointments weekly with qualified prospects
- Educate clients on retirement income and annuity strategies
- Recommend suitable annuity solutions from top-rated providers
- Collaborate with internal appointment setter and case manager
- Build client relationships through follow-up and ongoing service
Must have
- Active Health and Life insurance license
- Series 65 or Series 7 and 66
- Experience recommending annuities and retirement income strategies
- Proven success in consultative, needs-based client meetings
- Comfortable using Zoom, Microsoft Teams, or similar platforms
- Experience serving pre-retirees and retirees
- Willingness to travel within state for client meetings
- Eligible to work in the United States
What you get
- No out-of-pocket marketing costs
- Pre-set qualified appointments
- Full back-office and case management support
- Help with paperwork and carrier follow-ups
- Opportunity for managed money
- Limited exclusive slots per state
Key skills
- annuities
- retirement income strategies
- zoom
- microsoft teams
- series 65
- series 7
- series 66
- health insurance
- life insurance
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…
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