SEC Licensed Advisor -200K-350K+ -Exclusive Qualified Pre-Set Appts.
Posted about 2 months ago
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 200-350K+
Now Hiring: High-Performing Financial Advisors Who Don’t Prospect !
Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you.
We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income.
If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.
You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required.
Why You’ll Love This Role
- 8–10 qualified appointments weekly —Qualified, pre-scheduled and ready to meet
- Uncapped territory with potential to expand
- Comprehensive support from a dedicated appointment setter and case manager
- Proven annuity and retirement focus sales training with client-first product options
- Work/life balance with unlimited earning potential
- Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time
What You Bring
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
What Sets Us Apart
- Thriving referral pipeline from estate planning partners
- A complete administrative and appointment setting team so you focus on selling
- Access to industry-leading carriers and customizable product strategies
- Consistent flow of new, qualified clients — not prospects to chase
- Independence and control, without the grind of prospecting
Compensation and Rewards
- unlimited commission potential and incentives for top performance
- Flexible schedule and independence with ongoing support
- Exclusive support team dedicated to your success
Take the Next Step
If you like prospecting, then move on, this is not for you.
But if you’re done prospecting and ready to work qualified appointments — set for you every week — apply today.
If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment.
APPLY NOW to claim your state’s opening and join a high-performance advisor network that delivers real opportunity and results.
Other open roles at United Placement Group(6)
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates. Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work. We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include: Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture. Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships. Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support. At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions. Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.
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