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

United Placement Group • Augusta, GA

8d • $150,000 - $300,000

About The Position

This is an outside advisor role for an experienced financial advisor. The advisor meets clients in the field, at their homes or other pre-set locations, and through scheduled virtual appointments. The company provides qualified, pre-scheduled appointments, lead generation, and back-office support so the advisor can focus on advising clients and closing business rather than prospecting. Appointments target 10–12 per week, though this is not guaranteed. Compensation is commission-based, with typical earnings stated as $150,000–$300,000 and potential for top producers to earn more than $300,000. Actual income depends on closing skills and production. Advisors have access to annuity, insurance, and retirement income solutions, with possible additional sales opportunities to expand their book of business.

Requirements

• Active Health & Life license.
• Series 65, Series 7 & 66, or a similar qualification; ChFC or RICP is a plus, or the candidate must be willing to obtain one.
• 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 assigned territory to meet clients, with occasional overnight stays as needed.

Nice To Haves

• ChFC or RICP designation.

Responsibilities

• Meet with pre-qualified prospects in the field and through scheduled virtual appointments to discuss 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.
• Lead generation provided, with no marketing costs to the advisor.
• Full back-office support, including a dedicated Case Manager for case design, applications, and follow-up.
• Streamlined process with minimal paperwork.
• Access to annuity, insurance, and retirement income carriers and solutions.
• Potential for additional sales opportunities to expand the advisor’s book of business.

What This Job Offers

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