Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

United Placement Group

Allentown, PA

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 1012 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.

United Placement Group

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Vacancy posted 22 hours ago

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