Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role involves meeting clients in the field at their homes or other pre-set locations, as well as through scheduled virtual appointments. The listing identifies Macon, GA, and describes a territory-based role with client travel. Compensation is commission-based, with typical earnings stated as $150,000–$300,000 per year and top-producer potential of $300,000 or more. United Placement Group provides pre-set appointments and back-office support. The advisor helps clients evaluate estate and retirement planning needs and recommends suitable annuity, insurance, and retirement-income strategies, including Roth conversions. By focusing on client advice, closing business, and maintaining relationships, the advisor supports clients’ financial planning goals while working with a case manager and appointment setter.

What you'll do

• Meet pre-qualified prospects in the field and through scheduled virtual appointments
• recommend annuity, insurance, and retirement-income strategies based on client needs, including Roth conversions
• close business
• maintain client relationships
• and work with a dedicated Case Manager and Appointment Setter.

What we're looking for

Skills & competencies

estate planning

retirement planning

financial advisor

macon ga

commission-based

$150k–$300k typical earnings

$300k+ top producer potential

pre-set appointments

no cold calling

annuities

insurance

roth conversions

client meetings

united placement group

Work arrangement

• Weekend coverage required

Benefits & perks

• Pre-set qualified appointments, lead generation, dedicated case manager, streamlined process, and access to annuity, insurance, and retirement-income products.

Why this role

Pre-set qualified appointments; no cold calling; back-office case-management support; commission-based earnings.

About the employer

United Placement Group is hiring for this role. Industry: Other Financial Vehicles. Sector: 52.