Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting

56 minutes ago
Contract
Mid Level
Sales and Business Development

United Placement Group

Staffing and recruiting firm that connects employees with employers; its website emphasizes recruitment support, candidate screening, hiring tools, and long-term relationship building. LinkedIn describes it as a Florida-based organization providing recruitment solutions across multiple industries.

Staffing and Recruiting
1-10
Founded 2022

Description

  • Meet with pre-qualified prospects at homes, other field locations, and through scheduled virtual appointments.
  • Assess client needs and recommend annuity, insurance, retirement-income, and estate-planning strategies, including Roth conversions.
  • Close advisory and insurance business and maintain ongoing client relationships.
  • Coordinate with the Case Manager and Appointment Setter throughout the sales process.
  • Work within an assigned territory and travel to client meetings, including occasional overnight stays.
  • Pursue additional sales opportunities and grow a book of business as desired.

Requirements

  • Active Health & Life insurance license.
  • Series 65, Series 7 and 66, or a similar credential; ChFC or RICP is a plus or must be obtained.
  • Familiarity with Roth conversions and retirement-income planning.
  • Proven consultative, needs-based sales experience.
  • Clean U4 if currently registered.
  • Reliable transportation and willingness to travel within the assigned territory.
  • Ability to work as a 1099 independent contractor in a commission-based role.

Benefits

  • Pre-set, qualified appointments targeting 10–12 per week with no cold calling.
  • Company-provided lead generation with no marketing costs for the advisor.
  • Dedicated back-office support, including case design, applications, and follow-up.
  • Access to annuity, insurance, and retirement-income solutions from leading carriers.
  • Typical earnings of $100,000–$200,000, with top producers earning $300,000+; compensation is commission-based and not guaranteed.
  • Potential for additional sales opportunities and book-of-business growth.

Interested in this position?

Apply directly on the company website

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