Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
United Placement Group
Senior & Retirement Financial Advisor – Pre-Set Appointments, Full Support
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.
Vacancy posted 3 days ago
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