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

United Placement Group • Lawrenceville, GA

8d • $150,000 - $300,000

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, as well as through scheduled virtual appointments. The company supplies qualified, pre-scheduled appointments, lead generation, and back-office support so the advisor can focus on advising and closing rather than prospecting. The role is commission-based, with typical earnings stated as $150,000–$300,000 and top producers earning $300,000 or more; actual income depends on closing skills and production. Appointments are targeted at 10–12 per week. A dedicated Case Manager supports case design, applications, and follow-up, and advisors have access to annuity, insurance, and retirement income solutions. Additional sales opportunities may be available to advisors who want to expand their book of business.

Requirements

• Active Health & Life license.
• Series 65, Series 7 & 66, or 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 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 to discuss 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, 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 offering 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