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

United Placement Group • Macon, GA

7d • $150,000 - $300,000

About The Position

This outside advisor role serves clients through in-person meetings at their homes or other pre-set locations, as well as scheduled virtual appointments. The advisor meets with pre-qualified prospects, many of whom are already clients of the company's Estate Planning services, to discuss retirement and estate planning needs. The role focuses on advising, closing business, and maintaining client relationships rather than prospecting. The company provides pre-scheduled appointments, lead generation, and back-office support, including a dedicated Case Manager to assist with case design, applications, and follow-up. The position is commission-based, with typical earnings stated as $150,000–$300,000 and top-producer potential above $300,000; actual income depends on sales and production.

Requirements

• Active Health & Life license.
• Series 65, Series 7 & 66, or a similar qualification; ChFC or RICP is a plus, or the candidate must be willing to obtain one.
• 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.

Responsibilities

• Meet with pre-qualified prospects in the field and through pre-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.
• 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.
• No 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 to expand a book of business.

What This Job Offers

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