Estate & Retirement Financial Advisor – Pre-Set Appointments, 1099

United Placement Group; Trenton (NJ); On-site; USD 150,000 - 300,000; Part 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 seeks an Estate & Retirement Financial Advisor to meet with pre-qualified prospects in the field or at designated locations, offering retirement income and Roth conversion strategies. This is a 1099 independent contractor role with commission-based earnings, supported by pre-set appointments and back-office assistance.

You will collaborate with a Case Manager and an Appointment Setter to design and close financial solutions for clients, focusing on annuities and retirement

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.
• Reliable transportation and willingness to travel to meet clients within your territory, with overnight stays as needed.
• Clean U4 (if currently registered).

Responsibilities

• Meet with pre-qualified prospects in the field – at clients' homes or pre-set locations; also via pre-set virtual appointments.
• 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

Sales experience

Consultative selling

Needs-based approach

Client meetings

Travel willingness

Education

Series 65, 7 & 66 licensing

Tools

Active license management

Job description

United Placement Group seeks an Estate & Retirement Financial Advisor to meet with pre-qualified prospects in the field or at designated locations, offering retirement income and Roth conversion strategies. This is a 1099 independent contractor role with commission-based earnings, supported by pre-set appointments and back-office assistance.

You will collaborate with a Case Manager and an Appointment Setter to design and close financial solutions for clients, focusing on annuities and retirement