Estate & Retirement Advisor: Pre-Set Appointments & Growth

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

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099) with pre-set appointments and a commission-based earning potential of $150K–$300K+. You’ll meet with clients in the field or at pre-set locations, focusing on retirement planning and estate strategies.

You’ll receive back-office support and dedicated case management, allowing you to close business without prospecting.

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

Consultative selling

Closing skills

Client meetings

Travel willingness

Education

Series 65, 7 & 66 (ChFC, RICP a plus or willing to obtain)

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099) with pre-set appointments and a commission-based earning potential of $150K–$300K+. You’ll meet with clients in the field or at pre-set locations, focusing on retirement planning and estate strategies.

You’ll receive back-office support and dedicated case management, allowing you to close business without prospecting.