Estate & Retirement Financial Advisor, 150-300K+, Exclusive Pre-set Appointments

United Placement Group • Lakewood, NJ

7d

About The Position

This is an outside, commission-based advisor role serving clients through pre-scheduled in-person appointments in the field and virtual appointments. The company provides qualified appointments, lead generation, and back-office support so the advisor can focus on advising clients and closing business. Appointments are targeted at 10–12 per week. Clients are interested in retirement and estate planning, and many are already clients of the company’s Estate Planning services. Compensation is production-based, with typical earnings stated as $150,000–$300,000+ and top producers earning $300,000+. Actual income depends on closing skills and production. Advisors may have opportunities to expand their book of business.

Requirements

• Active Health & Life license.
• Series 65, Series 7 and 66, or a similar qualification.
• Familiarity with Roth conversions and retirement income planning.
• Proven sales experience using a consultative, needs-based approach.
• Clean U4 if currently registered.
• Reliable transportation and willingness to travel within the territory, including occasional overnight stays as needed.

Nice To Haves

• ChFC or RICP designation, or willingness to obtain one.

Responsibilities

• Meet with pre-qualified prospects in the field or through 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.
• Travel within the assigned territory to meet clients, with occasional overnight stays as needed.

Benefits

• Pre-set, qualified appointments, targeting 10–12 per week; no cold calling.
• No marketing costs; the company handles lead generation.
• Full back-office support, including a dedicated Case Manager for case design, applications, and follow-up.
• Streamlined process with minimal paperwork.
• Access to top carriers for annuity, insurance, and retirement income solutions.
• Potential for additional sales opportunities for advisors who want to expand their book of business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed