Estate & Retirement Financial Advisor — Pre-Set Appointments

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

Benefits offered by this job

Pre-set appointments

Back-office support

No marketing costs

Growth opportunities

Job summary

United Placement Group is recruiting an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You will meet clients in their homes or pre-set locations, and via virtual appointments, focusing on retirement and estate planning and recommending annuities, insurance, and retirement income strategies.

Licensed health and life advisors with Series 65/7/66 or equivalents, strong consultative sales, and willingness to travel will thrive.

Qualifications

• Active Health & Life license required.
• Series 65/7/66 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 sales

Closing skills

Roth conversions familiarity

Travel readiness

Education

Health & Life license

Series 65/7/66 or similar

Job description

United Placement Group is recruiting an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You will meet clients in their homes or pre-set locations, and via virtual appointments, focusing on retirement and estate planning and recommending annuities, insurance, and retirement income strategies.

Licensed health and life advisors with Series 65/7/66 or equivalents, strong consultative sales, and willingness to travel will thrive.