Estate & Retirement Financial Advisor

United Placement Group
Any Location, NJ
Job Description
Role Overview

Join our elite team as a Financial Advisor and enjoy a clear path to a six-figure income without burning out. You'll work with pre-engaged clients who are already thinking seriously about their financial and estate planning needs. You'll have pre-set, qualified appointments and a dedicated back-office team to streamline your workflow.

What You Will Do

As a Senior Market Financial Planner, you will enjoy pre-set, qualified appointments, exclusive territory, top-tier support, and a strong six-figure income potential. You'll have the flexibility to manage your own schedule and 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 to spend more time advising and less time prospecting. 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

  • Pre-set, qualified appointments
  • Dedicated back-office team
  • Consistent, predictable flow of opportunities
  • Control over your schedule
  • Real, sustainable path to six-figure and above earnings
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