Estate & Retirement Financial Advisor | Pre-Set Appointments, High Earnings

United Placement Group

Cherry Hill Township (NJ)

On-site

USD 150,000 - 300,000

Full time

9 days ago

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Job summary

United Placement Group is seeking an experienced Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments and no prospecting. You’ll meet clients in the field or via pre-scheduled virtual meetings, focusing on retirement and estate planning with top carriers.

You'll earn commissions with typical earnings in the six-figure range, depending on closing skills and production. Full back-office support and a structured process help you grow your book of business

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.
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 — at clients' homes or pre-set locations.
Recommend annuity, insurance, and retirement income strategies based on client needs.
Close business and maintain client relationships.
Work alongside a dedicated Case Manager and Appointment Setter.