Estate & Retirement Advisor – Field-Based, Pre-Set Appointments

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

Benefits offered by this job

Pre-set appointments

No prospecting

Back-office support

Top carriers access

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to meet with pre-qualified prospects in homes or preset locations and to provide retirement and estate planning guidance. You will close business and maintain ongoing client relationships with support from a Case Manager and Appointment Setter.

This Outside Advisor role is 1099, commission-based, with pre-set appointments and no prospecting, offering high earning potential through production and growth opportunities.

Qualifications

• Active Health & Life license required.
• Series 65, Series 7 & 66 (or equivalent) required 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.

Responsibilities

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

Skills

Sales experience

Roth conversions familiarity

Health & Life licensing

Series 7/65/66

Travel willingness

Client relationship management

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to meet with pre-qualified prospects in homes or preset locations and to provide retirement and estate planning guidance. You will close business and maintain ongoing client relationships with support from a Case Manager and Appointment Setter.

This Outside Advisor role is 1099, commission-based, with pre-set appointments and no prospecting, offering high earning potential through production and growth opportunities.