Estate & Retirement Advisor — Pre-Set Appointments (1099)

United Placement Group; Birmingham (AL); Hybrid; USD 150,000 - 300,000; Part time

Benefits offered by this job

Pre-set appointments

Back-office support

No marketing costs

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor in a 1099 outside advisory role. You will meet clients in their homes or at pre-set locations and via scheduled virtual appointments to provide retirement and estate planning guidance.

Your success will come from leveraging pre-set appointments, applying a consultative sales approach, and building long-lasting client relationships while coordinating with back-office support and a dedicated appointment setter.

Qualifications

• Active Health & Life license is required.
• Series 65, Series 7 & 66, or similar licenses (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).
• Reliable transportation and willingness to travel within territory, with occasional overnight stays.

Responsibilities

• Meet with pre-qualified prospects in the field.
• Recommend annuity, insurance, and retirement income strategies.
• Close business and maintain client relationships.
• Work alongside a Case Manager and Appointment Setter.

Skills

Sales experience

Consultative selling

Roth conversions familiarity

Education

Financial planning licenses (Series 65/7/66)

Designations (ChFC, RICP) optional

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor in a 1099 outside advisory role. You will meet clients in their homes or at pre-set locations and via scheduled virtual appointments to provide retirement and estate planning guidance.

Your success will come from leveraging pre-set appointments, applying a consultative sales approach, and building long-lasting client relationships while coordinating with back-office support and a dedicated appointment setter.