Estate & Retirement Advisor - Pre-Set Appointments

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

Job summary

United Placement Group seeks an experienced Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments. You will meet clients in homes or at set locations and via pre-scheduled virtual visits, focusing on retirement and estate planning.

You will recommend annuity, insurance, and retirement income strategies, close business, and build lasting client relationships with support from a Case Manager and Appointment Setter. Travel within your territory is required.

Qualifications

• Active Health & Life license (required).
• Series 65, Series 7 & 66, or similar (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) and ability to travel to meet clients.

Responsibilities

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

Skills

Sales experience

Consultative selling

Client relations

Travel readiness

Job description

United Placement Group seeks an experienced Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments. You will meet clients in homes or at set locations and via pre-scheduled virtual visits, focusing on retirement and estate planning.

You will recommend annuity, insurance, and retirement income strategies, close business, and build lasting client relationships with support from a Case Manager and Appointment Setter. Travel within your territory is required.