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Senior Market Annuity Advisor: Pre-Set Appointments & 6-Figure Earning Potential

United Placement Group

Erie, PA

Birmingham, AL


Job Details


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Full Job 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 You'll Love About This Role

  • 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.

📌 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)

📈 What We Offer

  • A consistent pipeline of high-intent client appointments.
  • 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 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.

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