Estate & Retirement Advisor - Pre-Set Appointments

United Placement Group; Birmingham; On-site; GBP 112,000 - 223,000; Full time

Benefits offered by this job

Pre-set appointments

Back-office support

No prospecting

Uncapped commissions

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to operate as an outside advisor (1099) with pre-set appointments and back-office support. You will meet clients in the field or via pre-scheduled virtual appointments, focusing on retirement planning and income strategies.

Income is commission-based with earnings typically ranging from $150K–$300K+, depending on production and closing success. Base salary is not guaranteed; there is room for growth based on performance.

Qualifications

• Active Health & Life license required.
• Series 65, Series 7 & 66 licenses or similar; ChFC/RICP a plus or willing to obtain.
• Familiarity with Roth conversions and retirement income planning.
• Proven sales experience with a consultative, needs-based approach.
• Clean U4 (if currently registered).
• Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays.

Responsibilities

• Meet with pre-qualified prospects in the field — at clients' homes or pre-set locations, plus virtual appointments.
• Recommend annuity, insurance, and retirement income strategies including Roth conversions.
• Close business and maintain client relationships.
• Work alongside a dedicated Case Manager and Appointment Setter.

Skills

Sales experience

Consultative selling

Client relationships

Travel to clients

Education

Health & Life license

Series 65/7/66 licenses

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to operate as an outside advisor (1099) with pre-set appointments and back-office support. You will meet clients in the field or via pre-scheduled virtual appointments, focusing on retirement planning and income strategies.

Income is commission-based with earnings typically ranging from $150K–$300K+, depending on production and closing success. Base salary is not guaranteed; there is room for growth based on performance.