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

United Placement Group • Princeton, NJ

6d • $150,000 - $300,000 • Hybrid

About The Position

This is an outside advisor role for experienced advisors who want to focus on closing business rather than prospecting. The company provides pre-set, qualified appointments, handles lead generation and marketing costs, and offers full back-office support including a dedicated Case Manager for case design, applications, and follow-up. Advisors will meet with clients in the field or virtually, recommend annuity, insurance, and retirement income strategies, and close business. There is also potential for advisors to expand their book of business.

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 of whom are existing clients of Estate Planning services, who are 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 marketing costs
• Full back-office support
• Dedicated Case Manager
• Streamlined process with minimal paperwork
• Access to top carriers
• Potential for additional sales opportunities

What This Job Offers

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