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

United Placement Group • Worcester, MA

8d • $150,000 - $300,000

About The Position

This outside advisor role is for experienced financial advisors who want to focus on advising and closing rather than prospecting. The company supplies qualified, pre-scheduled appointments, lead generation, and back-office support. Advisors meet clients in the field, including at their homes or other pre-set locations, and through scheduled virtual appointments. 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. Advisors may have opportunities to expand their book of business.

Requirements

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

Responsibilities

• Meet with pre-qualified prospects in the field, including clients of the company's Estate Planning services, who are interested in retirement and estate planning.
• Conduct 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.

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 for 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