Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role is remote, with client meetings in the field and pre-scheduled virtual appointments; the posting describes a territory-based role and commission-based typical earnings of $150,000–$300,000, with top producers at $300,000+. United Placement Group provides pre-set appointments and back-office support for advisors. The advisor meets with qualified prospects, recommends annuity, insurance, and retirement-income strategies based on client needs, including Roth conversions, and closes business while maintaining client relationships. A dedicated case manager and appointment setter support the process; travel within the territory and occasional overnight stays may be needed.

What you'll do

• Meet pre-qualified prospects in the field or through scheduled virtual appointments
• recommend annuity, insurance, and retirement-income strategies, including Roth conversions
• close business and maintain client relationships
• work with a case manager and appointment setter
• travel within the territory and occasionally stay overnight as needed.

What we're looking for

Skills & competencies

estate planning

retirement financial advisor

united placement group

remote

pre-set appointments

annuities

insurance

retirement income

roth conversions

commission-based

$150k–$300k typical earnings

territory travel

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Commission-based 1099 independent-contractor opportunity; pre-set appointments, no cold calling, lead generation, and back-office case support are described.

About the employer

United Placement Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.