Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments,150-300K+
- Location
- Birmingham, Alabama, United States
- Work mode
- On-site
- Employment type
- Full-time
About the job
Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K- 300K+ 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
- 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
• Commission-based — not a guaranteed salary
- Commission-based — not a guaranteed salary
- 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
• Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
- 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
• 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. This is a 1099 independent contractor position.
From United Placement Group's careers page (Workable), checked 29 Oct 2026.
How to apply
- Select Apply on apply.workable.com. It opens United Placement Group's own application form in a new tab, run on Workable.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- United Placement Group will reply to you directly. No real employer asks you for money to apply.
Posted 1 Oct 2026 · checked 29 Oct 2026 · Report this job