Estate & Retirement Advisor — Pre-Set Appointments

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

Benefits offered by this job

Pre-set appointments

No marketing costs

Back-office support

Top carriers access

Growth opportunities

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor as an outside advisor. You will meet clients at their home or pre-set locations, leveraging pre-scheduled appointments and back-office support to focus on retirement and estate planning.

You will recommend annuity, insurance, and retirement income strategies, including Roth conversions, and close business while maintaining strong client relationships. Travel within your territory is required.

Qualifications

• Active Health & Life license is required.
• Series 65, Series 7 & 66, or similar credentials (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 to meet clients within your territory, with occasional overnight stays as needed.

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

Client-facing advisory

Travel readiness

Education

Active Health & Life license

Series 65/7/66 or equivalent

Roth conversions familiarity

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor as an outside advisor. You will meet clients at their home or pre-set locations, leveraging pre-scheduled appointments and back-office support to focus on retirement and estate planning.

You will recommend annuity, insurance, and retirement income strategies, including Roth conversions, and close business while maintaining strong client relationships. Travel within your territory is required.