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

Unitedplacementgroup; Trenton (NJ); On-site; USD 150,000 - 250,000; Part time

Benefits offered by this job

Pre-set appointments

No marketing costs

Full back-office support

Streamlined process

Access to top carriers

Room to grow

Job summary

Unitedplacementgroup is seeking an Estate & Retirement Financial Advisor as an outside advisor (1099). You will meet with clients in the field or at pre-set locations and via virtual appointments, focusing on retirement and estate planning.

The role emphasizes closing and leveraging provided appointments over prospecting. You must hold an active Health & Life license and appropriate securities licenses or equivalents, with a proven consultative sales approach and willingness to travel within

Qualifications

• Active Health & Life license required.
• Series 65/7/66 or equivalent licenses preferred (ChFC, RICP a plus or willing to obtain).
• Proven sales experience with a consultative, needs-based approach.

Responsibilities

• Meet with pre-qualified prospects in field or via pre-set virtual appointments.
• Recommend annuity, insurance, and retirement income strategies.
• Close business and maintain client relationships.
• Collaborate with Case Manager and Appointment Setter.

Skills

Sales experience

Consultative selling

Closing skills

Willingness to travel

Education

Active Health & Life license

Series 65/7/66 or equivalents

Tools

CRM familiarity

Job description

Unitedplacementgroup is seeking an Estate & Retirement Financial Advisor as an outside advisor (1099). You will meet with clients in the field or at pre-set locations and via virtual appointments, focusing on retirement and estate planning.

The role emphasizes closing and leveraging provided appointments over prospecting. You must hold an active Health & Life license and appropriate securities licenses or equivalents, with a proven consultative sales approach and willingness to travel within