Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments

United Placement Group
New Brunswick, NJ
Job Description
Role Overview

Join our elite team as a Financial Advisor and enjoy a clear path to six-figure income without burning out. You'll work with pre-engaged clients who want guidance on their financial and estate planning needs, and enjoy a streamlined business model with top-tier support.

What You Will Do

As a Senior Market Financial Planner, you'll enjoy pre-set, qualified appointments, exclusive territory, and a results-driven commission model that rewards production. You'll have access to a wide range of high-quality products and carriers to build tailored retirement solutions.

Why It Might Be a Fit

We're looking for a driven, results-focused Financial Advisor or Insurance Agent who loves real planning conversations and wants a clear path to six-figure income without burning out. You'll have a genuine passion for serving retirees and helping them secure long-term peace of mind.

Requirements

  • Active Health & Life insurance license
  • Series 65, or Series 7 & 66, or ChFC
  • Clean U4 record (if registered)
  • Proven face-to-face sales success with a consultative, needs-based approach
  • Comfortable with basic tech (CRM, e-applications, email, Microsoft Office)
  • Willingness to travel within your state to meet with qualified clients

Benefits

  • 8-12+ pre-scheduled appointments per week with qualified, engaged prospects
  • Dedicated back-office team to streamline your workflow and handle case management
  • Consistent, predictable flow of opportunities without building your own marketing machine
  • Control over your schedule with a platform built for closing and client impact
  • Real, sustainable path to six-figure and above earnings
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