Estate & Retirement Advisor β€” Close with Pre-Set Appointments in Birmingham

Estate & Retirement Advisor β€” Close with Pre-Set Appointments in Birmingham

Birmingham Full-Time No working from home possible
United Placement Group

United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll meet clients in the field or through pre-set virtual appointments, focusing on retirement planning and estate strategies while earning commissions based on production.

The role emphasizes closing business with minimal prospecting, backed by a full back-office and appointment support. Travel within your territory and occasional overnights may be required.

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Estate & Retirement Advisor β€” Close with Pre-Set Appointments in Birmingham employer: United Placement Group

United Placement Group is an exceptional employer, offering a dynamic work culture that prioritises collaboration and client success. With dedicated back-office support and a focus on employee growth, you will have the opportunity to thrive in your role as an Elite Retirement Planner while enjoying the benefits of working within an exclusive territory and a top-tier team. The potential for six-figure earnings through performance-based incentives makes this position not only rewarding but also meaningful.

United Placement Group

Contact Details:

United Placement Group Recruitment Team