Estate & Retirement Advisor — Pre-Scheduled Appointments

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

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join our Outside Advisor team as a 1099, commission-based role with pre-set appointments. You’ll meet clients in the field or at pre-set locations, close business, and enjoy back-office support and access to top carriers.

Expect earnings in the $150K–$300K+ range depending on production, with no prospecting required. The position emphasizes leveraging ready-made client appointments and a streamlined process to grow

Qualifications

• Proven sales experience with a consultative, needs-based approach.
• Active Health & Life license required.
• Familiarity with Roth conversions and retirement income planning.

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.

Skills

Sales experience

Consultative selling

Needs-based approach

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join our Outside Advisor team as a 1099, commission-based role with pre-set appointments. You’ll meet clients in the field or at pre-set locations, close business, and enjoy back-office support and access to top carriers.

Expect earnings in the $150K–$300K+ range depending on production, with no prospecting required. The position emphasizes leveraging ready-made client appointments and a streamlined process to grow