Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential
$100kUnited Placement Group
Job Description
Job Description
Tired of chasing leads instead of closing them? This role hands you a full calendar of pre-qualified, pre-engaged retirement and estate-planning clients — so you can spend your time doing what you do best: advising, not prospecting.
Why Advisors Are Applying:
- Zero marketing spend — no lead buying, no seminars, no advertising costs out of your pocket
- 10–12 pre-set appointments per week with clients who already want to talk about retirement income and annuities
- Full back-office support — a dedicated appointment setter and case manager handle scheduling, paperwork, and case prep
- Exclusive territory — limited advisor slots per state means less internal competition, more room to grow
- Strong six-figure earning potential through a competitive commission structure
What You'll Do:
- Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies
- Recommend solutions from a broad lineup of top-rated carriers
- Build long-term client relationships through consistent follow-up and service
- Partner with an internal support team so your time stays focused on client-facing work
What You Need:
- Active Health & Life insurance license (required)
- Series 65, or Series 7 & 66, or a comparable designation (e.g., ChFC)
- Proven face-to-face, consultative sales success
- Clean U4 (if currently registered)
- Comfortable with Microsoft Office and virtual meeting tools
- Willingness to travel within your state to meet clients
No cold calling. No door-knocking. Just qualified appointments, expert support, and the infrastructure to build a real book of business. Apply today — state slots are limited and filling fast.
Vacancy posted 27 days ago
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