Estate & Retirement Advisor — Pre-Set Appointments

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

Benefits offered by this job

Pre-set appointments

No prospecting

Back‑office support

Access to top carriers

Room to grow

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to operate as an outside advisor with pre-set appointments, focusing on closing rather than prospecting. You will meet clients in the field or at pre-set locations and via virtual appointments, earning through commissions.

You'll work with a Case Manager and Appointment Setter, with access to top carriers and back-office support to design retirement income plans and Roth conversions for clients, while growing your book

Qualifications

• Active Health & Life license required.
• Series 65/7/66 or similar; ChFC/ RICP a plus.
• Familiarity with Roth conversions and retirement income planning.
• Proven sales experience with a consultative, needs-based approach.
• Clean U4 if currently registered.
• Willingness to travel within your 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.

Skills

Sales experience

Consultative selling

Willingness to travel

Client relations

Education

Series 65/7/66

ChFC/ RICP

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to operate as an outside advisor with pre-set appointments, focusing on closing rather than prospecting. You will meet clients in the field or at pre-set locations and via virtual appointments, earning through commissions.

You'll work with a Case Manager and Appointment Setter, with access to top carriers and back-office support to design retirement income plans and Roth conversions for clients, while growing your book