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**Estate & Retirement Financial Advisor** **Pre-Set Appointments | No Prospecting | $100K–$300K+ Potential** Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced Advisors who want to spend their time closing—not prospecting. We provide the clients, the appointments, and the back-end support. You focus on advising and earning. ### What You Get - **Pre-set, qualified appointments (10–12/week)** — no cold calling - **No marketing costs** — we handle lead generation - **Full back-office support** — case design, applications, follow-up handled for you - **Streamlined process** — minimal paperwork headaches - **Protected territory** — limited advisors per state - **Access to top carriers + annuity and retirement solutions** ### Income Potential - Commission-based - **Typical earnings: $100K–$200K** - **Top producers: $300K+** - Consistent lead flow = consistent opportunity to produce ### What You’ll Do - Meet with pre-qualified prospects interested in retirement and estate planning - Recommend annuity and income strategies based on client needs - Close business and maintain client relationships - Work alongside a dedicated case manager and appointment setter ### Requirements - Active Health & Life license (required) - Series 65, Series 7 & 66, or similar (ChFC, etc.) - Proven sales experience (consultative approach) - Clean U4 (if applicable) - Willing to travel within your state If you’re ready to step into a system where the appointments are set, the support is built in, and your income is tied to production—not prospecting—apply now. **Limited openings available by state.**
Salary estimate
$100,000 – $300,000/yr
Provided by the employer.
Skills for this role
SalesCold Calling
Resume tips for Financial Advisor applicants
Lead with measurable achievements relevant to Financial Advisor (numbers, scope, impact).
Mirror the exact keywords from the Financial Advisor posting so applicant tracking systems rank you higher.
List the specific tools and skills the role names (e.g. GO, Communication).
Keep it to one page for early-career, two pages for senior Financial Advisor candidates.
Interview preparation
Prepare concrete STAR-format stories that show Financial Advisor outcomes you drove.
Research the employer's product and recent news before the interview.
Be ready to explain how you'd approach a typical Financial Advisor problem end to end.
Have thoughtful questions ready about the team, tools and success metrics.
About United Placement Group
United Placement Group is actively hiring on Jobedly. Explore their open roles and what it's like to work there.