Estate & Retirement Advisor - Pre-Set Appointments

United Placement Group; Parsippany-Troy Hills (NJ); Sur place; USD 150 000 - 300 000; Plein temps

Avantages offerts par ce poste

Pre-set appointments

No marketing costs

Back-office support

Access to top carriers

Résumé du poste

United Placement Group is seeking an Estate & Retirement Financial Advisor to work as an outside advisor with pre-set appointments. You’ll meet clients in their homes or at pre-set locations and focus on retirement income solutions such as annuities and Roth conversions.

This commission-based role provides back-office support and no prospecting, with room to grow your book of business through ongoing opportunities and top carriers.

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 on file.
• Reliable transportation and willingness to travel within territory.

Responsabilités

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

Connaissances

Sales

Field meetings

Retirement planning

Client relationships

Description du poste

United Placement Group is seeking an Estate & Retirement Financial Advisor to work as an outside advisor with pre-set appointments. You’ll meet clients in their homes or at pre-set locations and focus on retirement income solutions such as annuities and Roth conversions.

This commission-based role provides back-office support and no prospecting, with room to grow your book of business through ongoing opportunities and top carriers.