Estate & Retirement Financial Advisor - Pre-Scheduled Appointments

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

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments, no prospecting, and commission-based income. You will meet with clients in the field or through pre-set virtual appointments, supported by back-office staff and a steady stream of qualified leads.

Typical earnings range from $150K–$300K annually, with top producers earning $300K+ depending on closing skills and production.

Qualifications

• Active Health & Life license required.
• Series 65, Series 7 & 66 or equivalent; 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.
• Willingness to travel to meet clients in your territory, with reliable transportation.

Responsibilities

• Meet with pre-qualified prospects in the field — home visits or preset locations.
• 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

Travel readiness

Education

Health & Life license

Series 65/7/66 licensing

ChFC/RICP a plus or willing to obtain

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments, no prospecting, and commission-based income. You will meet with clients in the field or through pre-set virtual appointments, supported by back-office staff and a steady stream of qualified leads.

Typical earnings range from $150K–$300K annually, with top producers earning $300K+ depending on closing skills and production.