Estate & Retirement Advisor — Pre-Set Appointments

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

Benefits offered by this job

Pre-set appointments

No marketing costs

Back-office support

Streamlined process

Access to top carriers

Growth opportunities

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor for an Outside Advisor role with pre-set appointments and no prospecting. Earn commissions and work with strong back-office support and case management to focus on closing opportunities.

You will meet clients in the field or at pre-set locations, advising on retirement income strategies and Roth conversions while leveraging established appointments and carrier access for ongoing growth.

Qualifications

• Active Health & Life license required.
• Series 65, 7 & 66 or equivalent (ChFC, RICP a plus or willing to obtain).
• Familiarity with retirement income planning and Roth conversions.
• Proven sales experience with a consultative, needs-based approach.
• Reliable transportation and willingness to travel within territory.

Responsibilities

• Meet with pre-qualified prospects in the field or at pre-set locations.
• Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions.
• Close business and maintain client relationships.
• Collaborate with Case Manager and Appointment Setter to streamline process.

Skills

Consultative sales

Client relationship mgmt

Education

Series 65/7/66 licenses

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor for an Outside Advisor role with pre-set appointments and no prospecting. Earn commissions and work with strong back-office support and case management to focus on closing opportunities.

You will meet clients in the field or at pre-set locations, advising on retirement income strategies and Roth conversions while leveraging established appointments and carrier access for ongoing growth.