Outside Estate & Retirement Advisor | Pre-Set Appointments

United Placement Group; 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

No cold calling

Job summary

United Placement Group in Boston, MA seeks an Estate & Retirement Financial Advisor for an Outside Advisor role. You will meet with pre-qualified prospects in their homes or other pre-set locations, and via pre-set virtual appointments, focusing on retirement income planning.

Includes Roth conversions, access to top carriers, and back-office support. Commission-based with earnings potential of $150K–$300K+ depending on closing skills and volume.

Qualifications

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

Retirement planning

Client meetings

Needs-based selling

Education

Series 65

Series 7

Series 66

ChFC

RICP

Job description

United Placement Group in Boston, MA seeks an Estate & Retirement Financial Advisor for an Outside Advisor role. You will meet with pre-qualified prospects in their homes or other pre-set locations, and via pre-set virtual appointments, focusing on retirement income planning.

Includes Roth conversions, access to top carriers, and back-office support. Commission-based with earnings potential of $150K–$300K+ depending on closing skills and volume.