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

United Placement Group • Cherry Hill Township, NJ

7d • $150,000 - $300,000

About The Position

This commission-based outside advisor role serves clients through in-person meetings at their homes or other pre-set locations, as well as scheduled virtual appointments. The company provides pre-qualified, pre-scheduled appointments—targeting 10–12 per week—along with lead generation and back-office support, including a dedicated Case Manager for case design, applications, and follow-up. The advisor focuses on client recommendations, closing business, and maintaining relationships, without cold calling or marketing costs. Advisors have access to annuity, insurance, and retirement income solutions, with potential for additional sales opportunities and book-of-business growth. Typical earnings are stated as $150,000–$300,000+, with top producers earning $300,000+; income is commission-based and 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, including 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 scheduled virtual appointments to discuss retirement and estate planning.
• Recommend annuity, insurance, and retirement income strategies based on clients’ needs, including Roth conversions.
• Close business and maintain client relationships.
• Work alongside a dedicated Case Manager and Appointment Setter.
• Travel to meet clients within the assigned territory, with occasional overnight stays as needed.

Benefits

• Pre-set, qualified appointments, targeting 10–12 per week, with no cold calling.
• Company-provided lead generation with no marketing costs for 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 solutions.
• Potential for additional sales opportunities and growth of the advisor’s book of business.

What This Job Offers

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