Estate & Retirement Advisor — Pre-Set Appointments & Growth

United Placement Group; Princeton (NJ); 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). You will work with pre-set appointments, meet clients in homes or via pre-set locations, and focus on retirement planning, estate strategies, and Roth conversions.

Your income is commission-based with strong upside potential. You will receive back-office support and a dedicated Case Manager, enabling you to close and grow your book while avoiding prospecting and marketing tasks.

Qualifications

• Active Health & Life license is required.
• Series 65, 7 & 66 or similar certifications (ChFC, RICP a plus) are preferred.
• Familiarity with Roth conversions and retirement income planning is expected.
• Proven sales experience with a consultative, needs-based approach.

Responsibilities

• Meet with pre-qualified prospects in the field or at clients' homes, including pre-set locations.
• Recommend annuity, insurance, and retirement income strategies tailored to client needs.
• Close business and maintain ongoing client relationships with support from a Case Manager and Appointment Setter.

Skills

Sales experience

Consultative selling

Client relationship

Close deals

Education

Active Health & Life license

Series 65/7/66 or similar (ChFC, RICP)

Tools

Roth conversions

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You will work with pre-set appointments, meet clients in homes or via pre-set locations, and focus on retirement planning, estate strategies, and Roth conversions.

Your income is commission-based with strong upside potential. You will receive back-office support and a dedicated Case Manager, enabling you to close and grow your book while avoiding prospecting and marketing tasks.