Unitedplacementgroup

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

Allentown, Pennsylvania, United States · Senior

Sponsorship not specifiedDetected 6 days ago

Cold OutreachMicrosoft Office

About the role

As an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies, you will: Conduct approximately 10-12 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.

Responsibilities

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.
This role is designed to remove those pain points so you can focus on high-quality client work, strong income, and a better life balance.

Requirements

Proven face-to-face sales success using a consultative, needs-based approach.
Proficiency with Microsoft Office and comfort using virtual meeting tools.

Benefits

Estate & Retirement Financial Advisor - Pre-Set Appointments, Full Support, Strong Six-Figure
Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
The role As an Estate & Retirement
Financial Advisor focused on annuities and retirement income strategies, you will:
What we're looking for Active Health & Life insurance license (required).

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