layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
United Placement Group
Allentown, PA, US; Altoona, PA, US; Erie, PA, US; Harrisburg, PA, US; Philadelphia, PA, US; Pittsburgh, PA, US
Source: United Placement Group careers · View original posting
- Employment
- full time
Employer job description
From United Placement Group's posting. “We” and “our” refer to the employer.
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.