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Annuity Sales-Financial Advisor-100-350k+- Pre Set Appts

Annuity Sales-Financial Advisor-100-350k+- Pre Set Appts

United Placement GroupNorristown, PA, US
12 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!

Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning? ( Series 65 or 7 / 66 combo or Equivalent)

Do you hold an active Health & Life license and the ambition to reach six-figure income levels —without grinding for leads?

If so, this is the game-changing opportunity you’ve been waiting for. Pre-set Qualified Appointments are Waiting for you !

Note

  • Must be Licensed in the State you are Applying for to be considered.
  • ( PA or New Jersey)

Why This Is Different — And Better

We’re not just offering you a job.

We’re handing you the keys to a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.

Through our strategic partnership with our estate planning sister organization , you’ll meet with clients already thinking about their financial future ... clients who want to hear from you and ready to meet.

And we’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.

The Opportunity

As a Senior Market Financial Planner focusing on annuities, you’ll enjoy :

  • Pre-Set, Qualified Appointments – 10–12 per week booked for you
  • Exclusive Territory – You must live in the state you represent
  • Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients and Selling!
  • Strong Six-Figure Income Potential – A lucrative commission model that rewards results
  • Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
  • Flexibility – Manage your own schedule for work / life balance

    • What We’re Looking For

  • Active Health & Life insurance license
  • Series 65 , or Series 7 / 66 Combo, or ChFC
  • Clean U4 record (if registered)
  • Proven face-to-face sales success with a consultative, needs-based approach
  • Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Willing to travel within your state to meet qualified clients
  • Passion for serving retirees & helping them secure peace of mind

    • Benefits at a Glance

    ✅ 6-Figure Earning Potential without exhausting prospecting

    ✅ Exclusive appointments —no competing with other reps in your area

    ✅ Dedicated back-office team to streamline your workflow

    ✅ Access to premier products from top providers

    ✅ Control over your schedule but with a consistent flow of business

    ✅ The chance to make a real difference in clients’ retirement security

    Your Next Move

    If you’re a high-performing, SEC-licensed financial professional ready to take your career to new heights with a system built for closing and client impact ,

    APPLY NOW to secure your spot in your state before it’s gone.

    This is more than a career — it’s the future you’ve been working toward.

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    Annuity • Norristown, PA, US