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

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

Benefits offered by this job

Pre-set appointments

Back-office support

No prospecting

1099 independent contractor

High earning potential

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099) with pre-set appointments and back-office support. You will meet with clients in the field or via pre-set virtual sessions to advise on retirement and estate planning strategies, including Roth conversions, with commissions based earnings.

The role emphasizes closing opportunities rather than prospecting, with typical earnings in the six-figure range depending on production and

Qualifications

• Active Health & Life license is 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).
• Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed.

Responsibilities

• Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning.
• Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
• Close business and maintain client relationships
• Work alongside a dedicated Case Manager and Appointment Setter

Skills

Sales experience

Consultative selling

Client relationships

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099) with pre-set appointments and back-office support. You will meet with clients in the field or via pre-set virtual sessions to advise on retirement and estate planning strategies, including Roth conversions, with commissions based earnings.

The role emphasizes closing opportunities rather than prospecting, with typical earnings in the six-figure range depending on production and