Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+

United Placement Group; Worcester (MA); 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

Access to top carriers

Growth opportunities

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor for an Outside Advisor role with pre-set appointments and no prospecting. Earn commissions and work with strong back-office support and case management to focus on closing opportunities.

You will meet clients in the field or at pre-set locations, advising on retirement income strategies and Roth conversions while leveraging established appointments and carrier access for ongoing growth.

Qualifications

• Active Health & Life license required.
• Series 65, 7 & 66 or equivalent (ChFC, RICP a plus or willing to obtain).
• Familiarity with retirement income planning and Roth conversions.
• Proven sales experience with a consultative, needs-based approach.
• Reliable transportation and willingness to travel within territory.

Responsibilities

• Meet with pre-qualified prospects in the field or at pre-set locations.
• Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions.
• Close business and maintain client relationships.
• Collaborate with Case Manager and Appointment Setter to streamline process.

Skills

Consultative sales

Client relationship mgmt

Education

Series 65/7/66 licenses

Job description

Estate & Retirement Financial Advisor

Outside Advisor | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments.

What You Get

• Pre-set, qualified appointments— targeting 10–12 per week, no cold calling
• No marketing costs— we handle lead generation
• Full back-office support— a dedicated Case Manager handles case design, applications, and follow-up
• Streamlined process— minimal paperwork headaches
• Access to top carriers— annuity, insurance, and retirement income solutions
• Room to grow— potential for additional sales opportunities for advisors who want to expand their book of business

Income Potential

• Commission-based —
• Typical earnings:$150K–$300K
• Top producers:$300K+
• Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce

What You'll Do

• 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, includingRoth conversions
• Close business and maintain client relationships
• Work alongside a dedicated Case Manager and Appointment Setter

Requirements

• Active Health & Life license (required)
• Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
• Familiarity with Roth conversionsand 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