Estate & Retirement Financial Advisor, 150-300K+, Exclusive Pre-set Appointments
- Location
- Trenton, New Jersey, United States
- Work mode
- On-site
- Employment type
- Full-time
About the job
Estate & Retirement Financial Advisor Outside Advisor | Pre-Set Appointments | No Prospecting | Commission-Based, $150-300K+ 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. 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 —
- 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
• 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)
- 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
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 14 Oct 2026 · checked 29 Oct 2026 · Report this job