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

United Placement Group • Newark, NJ

7d • $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 provides qualified, pre-set appointments, lead generation, and back-office support so the advisor can focus on advising clients and closing business. Target appointment volume is 10–12 per week, with no cold calling or marketing costs. A dedicated Case Manager supports case design, applications, and follow-up, and the advisor has access to annuity, insurance, and retirement income solutions. Additional sales opportunities may be available to advisors who want to expand their book of business.

Compensation is commission-based. Typical earnings are stated as $150,000–$300,000+, with top producers earning $300,000+. Actual income depends on closing skills and production. The position involves advising clients on retirement and estate planning, including clients who may already use the company’s estate-planning services.

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 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 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: Mid Level
• Education Level: No Education Listed