Annuity & Insurance Sales - Financial Advisor | Proven System with Pre-Set Appts
Apply NowCompany: United Placement Group
Location: Lancaster, PA 17603
Description:
Senior Market Financial Advisor - Pre-Scheduled Clients & Six-Figure Potential
Must live and be licensed in the state you're applying for
Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level?
If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity.
Why This Role is Different
Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results.
What You'll Love About This Role:
8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling!
High Earning Potential - Uncapped commissions, six-figure income opportunity
Dedicated Case Manager - Focus on advising while we handle paperwork & plan design
Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning
Flexibility & Autonomy - Manage your own schedule and maximize your success
What We're Looking For:
To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications:
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
Comfortable with Microsoft Office and CRM systems
Client-first mindset with high ethical standards
Willingness to travel to meet with clients (occasional overnight stays may be required)
What We Offer:
Ready to Elevate Your Career?
If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today!
Must live and be licensed in the state you're applying for.
Must live and be licensed in the state you're applying for
Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level?
If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity.
Why This Role is Different
Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results.
What You'll Love About This Role:
8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling!
High Earning Potential - Uncapped commissions, six-figure income opportunity
Dedicated Case Manager - Focus on advising while we handle paperwork & plan design
Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning
Flexibility & Autonomy - Manage your own schedule and maximize your success
What We're Looking For:
To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications:
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
Comfortable with Microsoft Office and CRM systems
Client-first mindset with high ethical standards
Willingness to travel to meet with clients (occasional overnight stays may be required)
What We Offer:
- Competitive commission structure with six-figure earning potential
- Consistent pipeline of high-intent client appointments (8-12 per week)
- A unique market advantage through our estate planning partnership
- Ongoing training, mentorship, and growth opportunities
- Diverse product offerings tailored to seniors and retirees
Ready to Elevate Your Career?
If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today!
Must live and be licensed in the state you're applying for.