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

United Placement Group • Alpharetta, GA

6d

About The Position

This is an outside, commission-based 1099 advisor role serving clients through in-person meetings at their homes or other pre-set locations, as well as scheduled virtual appointments. The company provides qualified, pre-set appointments—targeting 10–12 per week—along with lead generation and back-office support, including a dedicated Case Manager who handles case design, applications, and follow-up. The advisor focuses on advising clients, closing business, and maintaining client relationships. Clients are often already using the company’s Estate Planning services and are interested in retirement and estate planning. Typical earnings are stated as $150,000–$300,000, with top producers earning $300,000 or more; actual income depends on sales performance and production.

Requirements

• Active Health & Life license.
• Series 65, Series 7 & 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 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 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.
• No cold calling or 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 and growth of an advisor’s book of business.

What This Job Offers

• Education Level: No Education Listed