Estate & Retirement Financial Advisor
Not Disclosed•ContractorOn-site
location_onWagon Trail, Mountain Brook, Huntsville, Madison County, Alabama, 35801, United States
About the Opportunity
Are you a driven Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and acting as your own marketing department? This role is designed for professionals who want a clear path to a six-figure income without the burnout of constant prospecting.
Instead of cold calling, begging for referrals, or working your friends and family, you will step into a model that removes the biggest pain points in the business. We have built a streamlined, high-performance model that pairs top-tier advisors with pre-engaged clients who are already thinking seriously about their financial and estate planning needs. Through a strategic partnership with an established estate planning organization, you will meet with clients who want guidance—no door knocking, no cold calling.
To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding.
Work location
Work model: On-site
Wagon Trail, Mountain Brook, Huntsville, Madison County, Alabama, 35801, United States
Huntsville, Alabama
Key Responsibilities
- check_circleTravel within assigned state territory to meet with qualified prospects
- check_circleDevelop tailored retirement income solutions using annuities and other financial products
- check_circleManage client relationships to secure long-term peace of mind and financial security
- check_circleConduct face-to-face financial planning consultations with pre-qualified senior market clients
- check_circleCollaborate with dedicated appointment setters and case managers to streamline client workflows
- check_circleUtilize CRM and e-application tools to manage client data and case documentation
Requirements
- verifiedActive Health & Life insurance license
- verifiedSeries 65, or Series 7 & 66, or ChFC
- verifiedClean U4 record (if registered)
- verifiedComfortable with basic tech (CRM, e‑applications, email, Microsoft Office)
- verifiedWillingness to travel within your state
Similar Job Opportunities
Frequently asked questions about Estate & Retirement Financial Advisor at United Placement Group
What does a Estate & Retirement Financial Advisor at United Placement Group do?expand_more
A Estate & Retirement Financial Advisor at United Placement Group is responsible for the following: Travel within assigned state territory to meet with qualified prospects; Develop tailored retirement income solutions using annuities and other financial products; Manage client relationships to secure long-term peace of mind and financial security; and Conduct face-to-face financial planning consultations with pre-qualified senior market clients.
What are the requirements for this Estate & Retirement Financial Advisor role?expand_more
United Placement Group is looking for candidates who meet the following requirements: Active Health & Life insurance license; Series 65, or Series 7 & 66, or ChFC; Clean U4 record (if registered); Comfortable with basic tech (CRM, e‑applications, email, Microsoft Office); and Willingness to travel within your state.
Where is the Estate & Retirement Financial Advisor role at United Placement Group located?expand_more
Estate & Retirement Financial Advisor at United Placement Group is based in Wagon Trail, Mountain Brook, Huntsville, Madison County, Alabama, 35801, United States. This is a on-site role.
Is this Estate & Retirement Financial Advisor job remote, hybrid, or on-site?expand_more
United Placement Group has listed this Estate & Retirement Financial Advisor role as on-site.
How much experience is required for this Estate & Retirement Financial Advisor role?expand_more
Candidates for Estate & Retirement Financial Advisor at United Placement Group should have mid level.
What skills do you need for the Estate & Retirement Financial Advisor role at United Placement Group?expand_more
Key skills for Estate & Retirement Financial Advisor at United Placement Group include Health & Life License; Series 65; Series 7; Series 66; CHFC; CRM; and Microsoft Office.
What category does the Estate & Retirement Financial Advisor role belong to?expand_more
Estate & Retirement Financial Advisor at United Placement Group is part of the sales job category on Recrutus.
About United Placement Group
United Placement Group operates as a specialized staffing and recruiting firm headquartered in University Park, Florida. The organization focuses on connecting skilled talent with employment opportunities across a diverse range of sectors. By bridging the gap between employers and job seekers, the firm facilitates mutual growth, helping businesses scale while advancing individual careers.
The company delivers comprehensive recruitment solutions tailored to specific client needs within industries such as estate and financial planning, notary services, wealth management, information technology, marketing, and scheduling. Service offerings include permanent placement for long-term roles, contracting arrangements for independent professionals, and executive search to identify top-tier leadership. These services aim to ensure seamless integration into company cultures and support strategic organizational direction.
With a presence based in Florida, United Placement Group extends its recruiting and hiring support nationwide. The firm utilizes a personalized approach, leveraging industry knowledge and technology to provide efficient and ethical recruitment strategies. This methodology allows the team to address the unique goals of each business partner effectively, fostering a professional environment where the right placement drives future success.
Browse more roles: All United Placement Group jobs, sales jobs on Recrutus.