Premier Estate & Retirement Advisor — Pre-Set Appointments

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

Benefits offered by this job

Pre-set appointments

Back-office support

No marketing costs

Access to top carriers

Growth opportunities

Job summary

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor. You will meet clients in the field at home or pre-set locations, focusing on retirement planning and estate strategies. Pre-set appointments are provided; no cold outreach.

You will recommend annuity, insurance, and retirement income solutions, including Roth conversions, and close business with ongoing client relationships. Travel within your territory is required.

Qualifications

• Active Health & Life license required.
• Series 65, Series 7 & 66 or equivalent (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—home visits 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.

Skills

Sales experience

Licensing (Life & Health)

Series 7/65/66

Roth conversions knowledge

Job description

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor. You will meet clients in the field at home or pre-set locations, focusing on retirement planning and estate strategies. Pre-set appointments are provided; no cold outreach.

You will recommend annuity, insurance, and retirement income solutions, including Roth conversions, and close business with ongoing client relationships. Travel within your territory is required.