Estate & Retirement Advisor Pre-Set Appointments
United Placement Group
United Placement Group is seeking an Estate & Retirement Financial Advisor as an outside advisor. You will meet clients at their home or pre-set locations, leveraging pre-scheduled appointments and back-office support to focus on retirement and estate planning.
You will recommend annuity, insurance, and retirement income strategies, including Roth conversions, and close business while maintaining strong client relationships. Travel within your territory is required.
#J-18808-LjbffrVacancy posted 20 hours ago
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