Estate & Retirement Advisor — No Prospecting, Pre-Set Appointments

United Placement Group; Newark (NJ); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Pre-set appointments

Back-office support

No marketing costs

Top carriers access

Field/home visits

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor for an outside advisor role in Newark, NJ. You will meet clients in the field at their home or a preset location and through pre-scheduled virtual appointments, focusing on retirement and estate planning strategies.

You will close business with pre-set appointments, guided by back-office support and access to top carriers. This commission-based role offers uncapped income potential, typically in the six figures, depending

Qualifications

• Active Health & Life license (required).
• Series 65, Series 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, needs-based approach.
• Clean U4 (if currently registered).
• Reliable transportation and willingness to travel within territory, with occasional overnight stays.

Responsibilities

• Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning.
• Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions.
• Close business and maintain client relationships.
• Work alongside a dedicated Case Manager and Appointment Setter.

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor for an outside advisor role in Newark, NJ. You will meet clients in the field at their home or a preset location and through pre-scheduled virtual appointments, focusing on retirement and estate planning strategies.

You will close business with pre-set appointments, guided by back-office support and access to top carriers. This commission-based role offers uncapped income potential, typically in the six figures, depending