Estate & Retirement Advisor — 1099, Pre-Set Appointments

United Placement Group; Birmingham (AL); On-site; USD 150,000 - 300,000; Part time

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor on a 1099 contract. You’ll meet with clients in the field or via pre-set virtual appointments, focusing on closing rather than prospecting.

You'll earn via commission with $150K+ potential; typical earnings range $150K–$300K depending on production. Pre-set appointments and back-office support help you grow your practice.

Qualifications

• Active Health & Life license is required to practice.
• Series 65, 7 & 66 or equivalent licenses preferred or willing to obtain.
• Familiarity with Roth conversions and retirement income planning.

Responsibilities

• Meet with pre-qualified prospects in the field or via preset appointments.
• Recommend annuity, insurance, and retirement income strategies including Roth conversions.
• Close business and maintain client relationships with support from a Case Manager.
• Collaborate with an Appointment Setter to optimize scheduling.

Skills

Sales experience

Consultative selling

Travel to meet clients

Education

Active Health & Life license (required)

Series 65/7/66 or equivalent (ChFC, RICP a plus)

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor on a 1099 contract. You’ll meet with clients in the field or via pre-set virtual appointments, focusing on closing rather than prospecting.

You'll earn via commission with $150K+ potential; typical earnings range $150K–$300K depending on production. Pre-set appointments and back-office support help you grow your practice.