Estate & Retirement Advisor — Pre-Set Appointments, Field

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

Benefits offered by this job

Pre-set appointments

No marketing costs

Back-office support

Streamlined process

Top carriers access

Growth opportunities

Job summary

United Placement Group is seeking an experienced Estate & Retirement Financial Advisor for an Outside Advisor role (1099). You will meet with pre-qualified clients in the field or at preset locations, focusing on retirement and estate planning.

The role offers commission-based earnings with pre-set appointments and back-office support. Expected income ranges from $150,000 to $300,000+, with potential for more based on performance.

Qualifications

• Licensed health and life advisor in good standing.
• Sec 65, 7, and 66 credentials or equivalent.
• Familiarity with Roth conversions and retirement income planning.
• Proven sales experience with a consultative, needs-based approach.
• Willingness to travel within territory to meet clients.

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.
• Collaborate with Case Manager and Appointment Setter to service clients.

Education

Active Health & Life license

Series 65

Series 7 & 66

ChFC or RICP (optional)

Job description

United Placement Group is seeking an experienced Estate & Retirement Financial Advisor for an Outside Advisor role (1099). You will meet with pre-qualified clients in the field or at preset locations, focusing on retirement and estate planning.

The role offers commission-based earnings with pre-set appointments and back-office support. Expected income ranges from $150,000 to $300,000+, with potential for more based on performance.