At a Glance
- Tasks: Guide clients in financial and estate planning with pre-set appointments.
- Company: Join an elite team focused on empowering financial advisors.
- Benefits: Earn 200-350K+, enjoy flexible scheduling, and receive dedicated support.
- Other info: Exclusive territories ensure minimal competition and maximum earning potential.
- Why this job: No more cold calling; work with engaged clients ready for your expertise.
- Qualifications: Active Health & Life license and proven sales success required.
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!
Are you a driven, results-focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being your own marketing department? If you hold an active Health & Life license and want a clear path to six-figure income without burning out, this may be the opportunity you’ve been working toward.
Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business:
- No more spending most of your week prospecting instead of advising
- No more pressure to constantly “hunt” your natural market
- No more juggling marketing, admin, and case design alone
- No more inconsistent lead flow and unpredictable income
Why this is different: We’ve built a streamlined, high-performance business model that pairs top-tier advisors with pre-engaged clients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, you meet with clients who want guidance—no door knocking, no cold calling. To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding.
The opportunity: Senior Market Financial Planner (Annuity Focus)
As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy:
- Pre-set, qualified appointments– 10–12 per week booked for you
- Exclusive territory– You live in and represent your own state
- Top-tier support– Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients
- Strong six-figure income potential– Results-driven commission model that rewards production
- Product freedom– Access to a wide range of high-quality products and carriers to build tailored retirement solutions
- Flexibility– You manage your own schedule with a consistent flow of business
What we’re looking for:
- Active Health & Life insurance license
- Series 65, or Series 7 & 66, or ChFC
- Clean U4 record (if registered)
- Proven face-to-face sales success with a consultative, needs-based approach
- Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
- Willingness to travel within your state to meet with qualified clients
- A genuine passion for serving retirees and helping them secure long-term peace of mind
What you get:
- 8–12+ pre-scheduled appointments per week with qualified, engaged prospects
- Dedicated back-office team to streamline your workflow and handle case management
- Consistent, predictable flow of opportunities without building your own marketing machine
- Control over your schedule with a platform built for closing and client impact
- Real, sustainable path to six-figure and above earnings
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ in Birmingham employer: United Placement Group
United Placement Group is an exceptional employer, offering a dynamic work culture that prioritises collaboration and client success. With dedicated back-office support and a focus on employee growth, you will have the opportunity to thrive in your role as an Elite Retirement Planner while enjoying the benefits of working within an exclusive territory and a top-tier team. The potential for six-figure earnings through performance-based incentives makes this position not only rewarding but also meaningful.
