Estate & Retirement Advisor: Pre-Set Appointments & 150K–300K+

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

Benefits offered by this job

Pre-set appointments

Back-office support

No marketing costs

Potential for growth

Job summary

United Placement Group seeks an experienced Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll meet clients in the field or at pre-set locations, focusing on closing deals rather than prospecting.

Responsibilities include leveraging pre-set appointments, recommending retirement income strategies, and maintaining client relationships with back-office support available. Travel within territory may be required.

Qualifications

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

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, including Roth conversions.
• Close business and maintain client relationships.
• Work with a dedicated Case Manager and Appointment Setter.

Skills

Sales experience

Consultative selling

Roth conversions familiarity

Closing skills

Education

Series 65, 7 & 66 licensing

ChFC or RICP a plus

Job description

United Placement Group seeks an experienced Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll meet clients in the field or at pre-set locations, focusing on closing deals rather than prospecting.

Responsibilities include leveraging pre-set appointments, recommending retirement income strategies, and maintaining client relationships with back-office support available. Travel within territory may be required.