Lead Generation & Cold Calling VA
20four7VA
Licensed Financial Advisor, Securities
United Placement Group
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Elite, exclusive team with streamlined, high-performance model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.
- Estate planning sister organization partnership to meet clients already thinking about their financial future.
- 1–2 Advisors per state to ensure true exclusivity and avoid territory overcrowding.
- Pre-Set, Qualified Appointments – 10–12 per week booked for you.
- Exclusive Territory – You must live in the state you represent.
- Top-Tier Support – Appointment setter + case manager handle scheduling, planning & paperwork so you can focus on clients.
- Strong Six-Figure Income Potential – lucractive commission model rewarding results.
- Product Freedom – Access to premier products from top providers to craft retirement solutions.
- Flexibility – Manage your own schedule with a consistent flow of business.
- Your Next Move – Apply now to secure your spot in your state; this is more than a career.
Requirements
- 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 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
