Estate & Retirement Advisor — Pre-Set Appointments

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

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll work with pre-qualified clients at home or at pre-set locations, focusing on retirement and estate planning while receiving back-office support and pre-scheduled appointments.

The role offers commission-based earnings with potential of $150K–$300K+ annually, depending on production and closing skills. Travel within your territory and flexibility are required.

Qualifications

• Active Health & Life license is required.
• Series 65, Series 7 & 66 (or similar) is preferred; ChFC/RICP a plus or willing to obtain.
• Familiarity with Roth conversions and retirement income planning.

Responsibilities

• Meet with pre-qualified prospects in the field—many already clients of 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

Client relationship management

Appointment setting support

Education

Active Health & Life license

Series 65/7/66 or equivalent

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll work with pre-qualified clients at home or at pre-set locations, focusing on retirement and estate planning while receiving back-office support and pre-scheduled appointments.

The role offers commission-based earnings with potential of $150K–$300K+ annually, depending on production and closing skills. Travel within your territory and flexibility are required.