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

United Placement Group • Boston, MA

6d

About The Position

This is an outside, commission-based advisor role for experienced financial advisors. The advisor meets with clients in the field, such as at their homes or other pre-set locations, and through scheduled virtual appointments. The company provides qualified, pre-scheduled appointments, lead generation, access to carriers, and back-office support so the advisor can focus on advising and closing business. Typical earnings are stated as $150,000–$300,000, with top producers earning $300,000 or more; actual income depends on closing skills and production.

Requirements

• Active Health & Life license.
• Series 65, Series 7 & 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 to meet clients within the territory, with occasional overnight stays as needed.

Nice To Haves

• ChFC or RICP; alternatively, willingness to obtain one.

Responsibilities

• Meet with pre-qualified prospects in the field and 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.

Benefits

• Pre-set, qualified appointments, targeting 10–12 per week, with 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: Senior
• Education Level: No Education Listed