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

Estate & Retirement Financial Advisor Outside Advisor | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ 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. 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 — Typical earnings: $150K–$300K 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 #J-18808-Ljbffr United Placement Group