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

United Placement Group•Huntsville, AL

6d•$150,000 - $300,000•Onsite

About The Position

This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning. This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments.

Requirements

Active Health & Life license (required)
Series 65, Series 7 & 66, or similar (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

Nice To Haves

ChFC, RICP a plus or willing to obtain

Responsibilities

Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
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

Benefits

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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume