Estate & Retirement Advisor — Pre-Set Appointments

United Placement Group; Columbus (GA); Sur place; USD 150 000 - 300 000; Temps partiel

Avantages offerts par ce poste

Pre-set appointments

Back-office support

Access to top carriers

Room to grow

Résumé du poste

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You will engage pre-qualified prospects through pre-set appointments, focusing on retirement and estate planning.

You earn commissions by closing business, with back-office support handled by a Case Manager and an Appointment Setter, allowing you to dedicate time to advising clients. The role emphasizes Roth conversions and comprehensive retirement income planning, with the

Qualifications

• Active Health & Life license is required.
• Series 65, 7 & 66 or similar licensing is needed (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 your territory, with overnight stays as needed.

Responsabilités

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

Connaissances

Sales experience

Client advisory

Travel willingness

Consultative selling

Formation

Series 65, 7 & 66 licenses

ChFC/RICP a plus

Description du poste

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You will engage pre-qualified prospects through pre-set appointments, focusing on retirement and estate planning.

You earn commissions by closing business, with back-office support handled by a Case Manager and an Appointment Setter, allowing you to dedicate time to advising clients. The role emphasizes Roth conversions and comprehensive retirement income planning, with the