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