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

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

Job summary

United Placement Group seeks an Estate & Retirement Financial Advisor for an outside advisor role (1099) with pre-set appointments and no prospecting. Meet with clients in the field or at preset locations, and through virtual appointments.

You’ll advise on annuity, insurance, and retirement income strategies, including Roth conversions, then close business with the help of a dedicated Case Manager. This commission-based opportunity offers earnings potential of $150K–$250K+ and up to $300K+ for

Qualifications

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

Responsibilities

• Meet with pre-qualified prospects in the field or at preset locations.
• Recommend annuity, insurance, and retirement income strategies based on client needs.
• Close business and maintain client relationships.
• Work with Case Manager and Appointment Setter.

Skills

Sales experience

Consultative selling

Client meetings

Education

Active Health & Life License

Series 65/7/66 (or willing to obtain)

Job description

United Placement Group seeks an Estate & Retirement Financial Advisor for an outside advisor role (1099) with pre-set appointments and no prospecting. Meet with clients in the field or at preset locations, and through virtual appointments.

You’ll advise on annuity, insurance, and retirement income strategies, including Roth conversions, then close business with the help of a dedicated Case Manager. This commission-based opportunity offers earnings potential of $150K–$250K+ and up to $300K+ for