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

United Placement Group • Columbus, GA

12d • $150,000 - $300,000

About The Position

This outside advisor role is for an experienced financial advisor who meets clients in the field, at their homes or other pre-set locations, and through scheduled virtual appointments. The company provides qualified, pre-set appointments, lead generation, and back-office support so the advisor can focus on advising and closing rather than prospecting. Appointments target 10–12 per week, with a dedicated Case Manager supporting case design, applications, and follow-up. The role is commission-based, with typical earnings stated as $150,000–$300,000 and potential earnings above $300,000 for top producers. 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 within the territory to meet clients, with 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 and through 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 and 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
• Education Level: No Education Listed