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

United Placement Group • Birmingham, AL

6d

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-scheduled appointments, lead generation, and back-office support so the advisor can focus on advising and closing business. Appointments target 10–12 per week, and the role does not require cold calling or paying marketing costs.

The advisor recommends annuity, insurance, and retirement-income strategies based on client needs, including Roth conversions. Compensation is commission-based, with no guaranteed salary. 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. A dedicated Case Manager supports case design, applications, and follow-up. Additional sales opportunities may be available to advisors who want to expand their book of business. This is a 1099 independent contractor position.

Requirements

• Active Health & Life license.
• Series 65, Series 7 and 66, or a similar credential.
• 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 designation, or willingness to obtain one.

Responsibilities

• Meet with pre-qualified prospects in the field, including clients interested in retirement and estate planning.
• Conduct pre-scheduled virtual appointments with prospects.
• 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.
• Travel to meet clients within the assigned territory, with occasional overnight stays as needed.

Benefits

• Pre-set, qualified appointments targeting 10–12 per week.
• Lead generation provided with no marketing costs to the advisor.
• Dedicated Case Manager support 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 a book of business.

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed