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

Unitedplacementgroup; Birmingham (AL); On-site; USD 150,000 - 300,000; Full time

Job summary

Unitedplacementgroup is seeking an Estate & Retirement Financial Advisor to serve as an outside advisor on a 1099 basis. You will meet clients at their home or pre-set locations and work from pre-scheduled appointments with back-office support.

Your income is commission-based with typical earnings from $150K to $300K+, and top producers beyond $300K, depending on closing skills and production. You’ll focus on retirement and estate planning strategies for clients.

Qualifications

• Active Health & Life license required.
• Series 65, Series 7 & 66 or equivalent required; ChFC/RICP a plus.
• Proven consultative sales experience with retirement income planning.
• Reliable transportation and willingness to travel to meet clients.

Responsibilities

• Meet with pre-qualified prospects in the field or via pre-set virtual appointments.
• 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.

Skills

Sales experience

Licensed Health & Life

Travel readiness

Roth conversions familiarity

Tools

Health & Life license

Series 65/7/66

ChFC/RICP (plus)

Job description

Unitedplacementgroup is seeking an Estate & Retirement Financial Advisor to serve as an outside advisor on a 1099 basis. You will meet clients at their home or pre-set locations and work from pre-scheduled appointments with back-office support.

Your income is commission-based with typical earnings from $150K to $300K+, and top producers beyond $300K, depending on closing skills and production. You’ll focus on retirement and estate planning strategies for clients.