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! We’re offering a streamlined, high-performance business model that pairs top-tier Advisors with pre-engaged clients — no more endless prospecting or cold calling.
- 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.
- We’re only bringing on 1–2 Advisors per state — ensuring true exclusivity and no territory overcrowding.
- The Opportunity: As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
- Pre-Set, Qualified Appointments – 10–12 per week booked for you
- Exclusive Territory – You must live in the state you represent
- Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients
- Strong Six-Figure Income Potential – A lucrative commission model that rewards results
- Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
- Flexibility – Manage your own schedule for work/life balance
- What We’re Looking For (already provided in requirements)
- Benefits at a Glance
- Your Next Move
- This is more than a career — it’s the future you’ve been working toward.
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
