Senior Market Annuity Advisor: Pre-Set Appointments & 6-Figure Earning P at United Placement Group
Erie, Pennsylvania, USA -
Full Time


Start Date

Immediate

Expiry Date

23 Oct, 25

Salary

350000.0

Posted On

23 Jul, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Microsoft Office, It, Fixed Annuities, Crm

Industry

Financial Services

Description

Senior Market Financial Advisor: Pre-Set Appointments & Six-Figure Income Potential:
Are you a seasoned Financial Advisor, Insurance, or Annuity Professional tired of endless prospecting and cold calls? Imagine a role where your focus is purely on what you do best: guiding clients toward a secure financial future, with 8-12 pre-scheduled, high-intent appointments every week.
This isn’t just another financial advisor position. We’ve cracked the code to eliminate the most time-consuming aspects of your job, allowing you to maximize your earning potential and achieve a true six-figure income.

WHY THIS OPPORTUNITY IS DIFFERENT:

Our exclusive partnership with a reputable estate planning organization means you’ll meet with clients who are already engaged in planning their financial legacy. This unique advantage provides:

  • No Cold Calling or Prospecting: Walk into ready-made meetings with individuals actively seeking financial guidance.
  • High-Intent Clients: Engage with prospects who are already in the mindset to discuss comprehensive financial strategies.
  • Meaningful Interactions: Focus on building relationships and delivering real results, not chasing leads.

WHAT WE’RE LOOKING FOR:

We’re seeking experienced professionals who are passionate about delivering exceptional service:

  • Active Life Insurance License (Required)
  • At least 2 years of experience with fixed annuities (Required)
  • Active Series 65 or willingness to obtain it
  • Clean U4 if currently registered
  • Strong communication, sales, and relationship-building skills
  • Proficiency with Microsoft Office and CRM systems
  • A client-first mindset with unwavering ethical standards
  • Willingness to travel occasionally for client meetings (potential for overnight stays)

READY TO ELEVATE YOUR CAREER?:

If you’re a proven financial expert seeking qualified, pre-scheduled appointments and unlimited income potential, apply today and transform your career.
Must live and be licensed in the state you’re applying for

Responsibilities
  • Consistent Client Flow: Receive 8-10 pre-scheduled client appointments weekly, ensuring a steady pipeline.
  • Uncapped Earning Potential: Benefit from a highly competitive commission structure designed for six-figure income and beyond.
  • Dedicated Support: A Case Manager handles paperwork and plan design, freeing you to advise.
  • Exclusive Market Access: Tap into a unique stream of estate planning clients.
  • True Flexibility & Autonomy: Manage your own schedule to optimize your success and work-life balance.
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