Outside Estate & Retirement Advisor — Pre-Set Appointments

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

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor as an Outside Advisor (1099). You’ll meet with clients in the field or at pre-set locations, focusing on retirement and estate planning and Roth conversions.

You will close business and maintain client relationships with full back-office support and pre-set appointments designed to maximize production. Commission-based earnings vary with closing performance.

Qualifications

• Active Health & Life license required.
• Series 65, 7 & 66, or equivalents (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.

Responsibilities

• Meet with pre-qualified prospects in the field — at home or pre-set locations, or via pre-scheduled 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

Active Health & Life license

Series 7/65/66

Roth conversions familiarity

Education

ChFC/RICP or willingness to obtain

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor as an Outside Advisor (1099). You’ll meet with clients in the field or at pre-set locations, focusing on retirement and estate planning and Roth conversions.

You will close business and maintain client relationships with full back-office support and pre-set appointments designed to maximize production. Commission-based earnings vary with closing performance.