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

United Placement Group; Georgetown (TX); On-site; USD 100,000 - 200,000; Part 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 to join as an outside advisor (1099). You will meet clients in the field or via pre-set virtual appointments, focusing on retirement income planning and Roth conversions, with no prospecting required.

Opportunity highlights include pre-set appointments (10-12 per week), no marketing costs, full back-office support, and access to top carriers for annuity and retirement solutions.

Qualifications

• Active Health & Life license 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

Roth conversions

Client meetings

Education

Series 65/7/66 required

ChFC or RICP a plus/willing to obtain

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an outside advisor (1099). You will meet clients in the field or via pre-set virtual appointments, focusing on retirement income planning and Roth conversions, with no prospecting required.

Opportunity highlights include pre-set appointments (10-12 per week), no marketing costs, full back-office support, and access to top carriers for annuity and retirement solutions.