Lead Generation & Cold Calling VA
20four7VA
Securities Licensed Financial Advisor
United Placement Group
full-time
Posted on:
Location: Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Join an exclusive advisory team focused on annuities and retirement planning
- Work with pre-engaged clients via an estate-planning sister organization
- Limited hiring (1–2 Advisors per state) to ensure exclusivity
- Receive 10–12 pre-set, qualified appointments per week
- Exclusive territory: must live in the state you represent
- Appointment setter and case manager handle scheduling, planning, and paperwork
- Lucrative commission model with strong six-figure income potential
- Product freedom to access multiple high-quality providers
- Flexible schedule with support and consistent flow of business
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
