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

United Placement Group • Boston, MA

6d • $150,000 - $300,000 • Hybrid

About The Position

This is an outside advisor role where experienced advisors will meet with clients in the field or through pre-scheduled virtual appointments. The company provides qualified clients, pre-scheduled appointments, and back-end support, allowing advisors to focus on advising and earning. Advisors will meet with prospects interested in retirement and estate planning, recommend strategies, and close business. The role involves working alongside a dedicated Case Manager and Appointment Setter.

Requirements

• Active Health & Life license (required)
• Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
• Familiarity with Roth conversions and retirement income planning
• Proven sales experience with a consultative, needs-based approach
• Clean U4 (if currently registered)
• Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed

Nice To Haves

• ChFC, RICP (or willingness to obtain)

Responsibilities

• Meet with pre-qualified prospects in the field, many of whom are already clients of the company's Estate Planning services, and are interested in 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 marketing costs (lead generation handled by the company)
• Full back-office support (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 to expand book of business

What This Job Offers

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