Estate & Retirement Advisor — 1099, Pre-Set Appointments

United Placement Group; Waco (TX); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Pre-set appointments

No marketing costs

Back-office support

Streamlined process

Top carriers access

Growth opportunities

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an outside advisor on a 1099 contract. You will meet clients in their homes or at pre-set locations and via pre-scheduled virtual appointments, focusing on retirement and estate planning while earning from commissions with no prospecting.

You'll receive pre-set, qualified appointments (10–12 per week), full back-office support, and access to top carriers.

Qualifications

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

Responsibilities

• Meet with pre-qualified prospects in the field or at preset locations.
• Recommend annuity, insurance, and retirement income strategies.
• Close business and maintain client relationships.
• Work alongside a Case Manager and Appointment Setter.

Skills

Sales experience

Travel readiness

Consultative selling

Client meeting in field

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an outside advisor on a 1099 contract. You will meet clients in their homes or at pre-set locations and via pre-scheduled virtual appointments, focusing on retirement and estate planning while earning from commissions with no prospecting.

You'll receive pre-set, qualified appointments (10–12 per week), full back-office support, and access to top carriers.