Lead Generation & Cold Calling VA
20four7VA
Securities Licensed Financial Advisor
United Placement Group
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!\n
- Are you a driven, results-focused Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning?\n
- Do you hold an active Health & Life license and the ambition to reach six-figure income levels—without grinding for leads?\n
- If so, this is the game-changing opportunity you’ve been waiting for.\n
- Why This Is Different — And Better: streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.\n
- 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.\n
- And we’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.\n
- The Opportunity: As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:\n
- Pre-Set, Qualified Appointments – 10–12 per week booked for you\n
- Exclusive Territory – You must live in the state you represent\n
- Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients\n
- Strong Six-Figure Income Potential – A lucrative commission model that rewards results\n
- Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions\n
- Flexibility – Manage your own schedule for work/life balance\n
- What We’re Looking For: ...\n
- Benefits at a Glance: ...\n
- Your Next Move: APPLY NOW; This is more than a career — it’s the future you’ve been working toward.\n
Requirements
- Active Health & Life insurance license\n
- Series 65, or Series 7 & 66, or ChFC\n
- Clean U4 record (if registered)\n
- Proven face-to-face sales success with a consultative, needs-based approach\n
- Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)\n
- Willing to travel within your state to meet qualified clients\n
- Passion for serving retirees & helping them secure peace of mind
