United Placement Group

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

United Placement Group  •  $150k - $250k/yr  •  Atlanta, GA (Onsite)  •  3 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Estate & Retirement Financial Advisor

Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K-300K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.

What You Get

  • Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
  • No marketing costs — we handle lead generation
  • Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
  • Streamlined process — minimal paperwork headaches
  • Access to top carriers — annuity, insurance, and retirement income solutions
  • Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business

Income Potential

  • Commission-based — not a guaranteed salary
  • Typical earnings: $150K–$250K
  • Top producers: $300K+
  • Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce

What You'll Do

  • Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
  • 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

Requirements

  • Active Health & Life license (required)
  • Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
  • Familiarity with Roth conversions and retirement income planning
  • Proven sales experience with a consultative, needs-based approach
  • Clean U4 (if currently registered)
  • Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed

If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now.

United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
Social Media