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

United Placement Group

Birmingham (AL)

On-site

USD 150,000 - 300,000

Full time

4 days ago

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Benefits offered by this job

Pre-set appointments

No marketing costs

Back-office support

Room to grow

Job summary

United Placement Group seeks an Estate & Retirement Financial Advisor to serve as an Outside Advisor (1099). You’ll meet clients at their homes or pre-set locations and via virtual appointments. The role emphasizes closing over prospecting, with full back-office support and supplied pre-set leads.

Expect commission-based earnings with typical range $150K–$300K, top producers $300K+. You’ll recommend retirement income strategies and Roth conversions while traveling within your territory.

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
Willing to travel to meet clients within your territory, with possible overnight stays

Responsibilities

Meet with pre-qualified prospects in the field—at clients' homes or pre-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 ongoing client relationships
Collaborate with a dedicated Case Manager and Appointment Setter

Skills

Sales experience

Health & Life license

Travel readiness

Client-focused

Job description

Expect commission-based earnings with typical range $150K–$300K, top producers $300K+. You’ll recommend retirement income strategies and Roth conversions while traveling within your territory.

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