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United Placement GroupFinancial Planning

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

Allentownonsitesenior$21K$25K

Posted 2mo ago · via Workable

About this role

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and a better life balance. Senior & Retirement Financial Advisor – Pre-Set Appointments, Full Support The role As a Senior & 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.…

Read the full description on United Placement Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, zoom

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Allentown. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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