About this opportunity
United Placement Group lists this Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+ opportunity in framingham, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Estate & Retirement Financial Advisor
Outside Advisor | 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 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.
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 —
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 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
#J-18808-Ljbffr
Worksite address
framingham, MA, 01704, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.