# Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 175K-300K

> United Placement Group · Trenton, United States (Hybrid) · Full-time · Posted 2026-09-07

**Salary:** USD 150,000–350,000

**Workplace:** hybrid

**Department:** Eastern Division

## Description

**Estate & Retirement Financial Advisor**

**Outside Advisor | 1099 | 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, as a **1099 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–$250K+**
-   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, including **Roth 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 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._

## Apply

[Apply at United Placement Group](https://apply.workable.com/unitedplacementgroup/j/40157F1ED0/apply)

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