Estate & Retirement Financial Advisor
Outside Advisor | 1099 | 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 anoutside advisorrole: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a1099 independent contractor.
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 —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
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, includingRoth 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 conversionsand 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 —.
This is a 1099 independent contractor position.
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Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 175-300K+ 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.
