Estate & Retirement Financial Advisor

United Placement Group
Allentown, PA
Category Finance
Job Description
Role Overview

Join our elite team of financial advisors who don't prospect. We provide 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.

What You Will Do

You will spend every working hour in front of qualified clients instead of behind a phone or CRM. You will focus on sharing your expertise, closing deals, and earning exceptional income.

Why It Might Be a Fit

You will love this role if you have a strong track record of in-person sales success, a clean U4 record, and a commitment to helping retirees build secure, confident financial futures.

Requirements

  • Active Health & Life insurance license
  • Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
  • Clean U4 record
  • Strong track record of in-person sales success
  • Ability to travel for client meetings
  • Commitment to helping retirees build secure, confident financial futures

Benefits

  • Unlimited commission potential and incentives for top performance
  • Flexible schedule and independence with ongoing support
  • Exclusive support team dedicated to your success
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