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

United Placement Group•Parsippany, NJ

12d•$150,000 - $300,000

About The Position

This outside advisor role is for an experienced financial advisor who meets with pre-qualified clients in the field, at their homes or other pre-set locations, and through scheduled virtual appointments. The company provides lead generation, pre-set appointments, and back-office support so the advisor can focus on advising clients and closing business. Appointments are targeted at 10–12 per week, with no cold calling or marketing costs. A dedicated Case Manager supports case design, applications, and follow-up. The role offers access to annuity, insurance, and retirement income solutions, as well as potential additional sales opportunities for advisors who wish to grow their book of business. Compensation is commission-based; typical earnings are stated as $150,000–$300,000+, with top producers earning $300,000+. Actual income depends on sales skills and production.

Requirements

Active Health & Life license.
Series 65, Series 7 & 66, or 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 assigned territory, 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, including clients of the company’s Estate Planning services, 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.

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