Field Estate & Retirement Advisor — Pre-Set Appointments

Unitedplacementgroup; Boston (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

Unitedplacementgroup is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll meet with clients in the field or through pre-set virtual appointments, focusing on retirement and estate planning.

You’ll be provided with pre-set appointments, comprehensive back-office support, and access to top carriers. Ideal candidates have active Life & Health licenses, Series 65/7/66 (or equivalents), and a track record in sales with a consultative approach.

Qualifications

• Active Health & Life license required.
• Series 65, Series 7 & 66 or similar registrations.
• 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 within territory.

Responsibilities

• Meet with pre-qualified prospects in the field or 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.
• Collaborate with Case Manager and Appointment Setter to ensure smooth process.

Skills

Sales experience

Education

Active Health & Life license

Series 65, Series 7 & 66 (or similar)

ChFC, RICP a plus or willing to obtain

Job description

Unitedplacementgroup is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll meet with clients in the field or through pre-set virtual appointments, focusing on retirement and estate planning.

You’ll be provided with pre-set appointments, comprehensive back-office support, and access to top carriers. Ideal candidates have active Life & Health licenses, Series 65/7/66 (or equivalents), and a track record in sales with a consultative approach.