Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role is remote, with client meetings conducted in the field at homes or other pre-set locations and through scheduled virtual appointments. The posting describes typical earnings of $150,000–$300,000, with top producers earning $300,000 or more; compensation is commission-based and not a guaranteed salary. United Placement Group provides pre-set appointments and back-office support for advisors. The role exists to advise clients on estate and retirement planning solutions and close business without requiring the advisor to prospect for leads. The advisor recommends strategies based on client needs, maintains relationships, and works with a dedicated Case Manager and Appointment Setter.

What you'll do

• Meet pre-qualified prospects in the field or through 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.

What we're looking for

Skills & competencies

estate and retirement financial advisor

remote

client appointments

commission-based

$150k–$300k typical earnings

$300k+ top producers

united placement group

annuities

roth conversions

health and life license

travel to clients

Work arrangement

• Weekend coverage required

Benefits & perks

• Pre-set qualified appointments
• lead generation and marketing costs handled by the company
• dedicated Case Manager
• back-office support
• access to annuity, insurance, and retirement income solutions
• potential additional sales opportunities.

Why this role

Active Health and Life license required; Series 65, Series 7 and 66, or similar credential listed, with ChFC or RICP a plus or obtainable. Requires familiarity with Roth conversions and retirement income planning, consultative sales experience, reliable transportation, and willingness to travel within the territory, with occasional overnight stays as needed.

About the employer

United Placement Group is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.