Estate & Retirement Financial Advisor
Not Disclosed•ContractorOn-site
location_onNew Jersey Food Council, 30, West Lafayette Street, Trenton, Mercer County, New Jersey, 08608, 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 those seeking a clear path to a six-figure income without the burnout of constant prospecting.
We have built a streamlined, high-performance business 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, and no begging for referrals.
To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding. As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy exclusive territory representation within your state, managing your own schedule with a consistent flow of business.
Work location
Work model: On-site
New Jersey Food Council, 30, West Lafayette Street, Trenton, Mercer County, New Jersey, 08608, United States
Trenton, New Jersey
Key Responsibilities
- check_circleTravel within assigned state territory to meet with qualified prospects
- check_circleDesign tailored retirement income solutions using annuities and other high-quality products
- check_circleManage client relationships and guide retirees through estate planning needs
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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
In this Estate & Retirement Financial Advisor at United Placement Group role, you will travel within assigned state territory to meet with qualified prospects; design tailored retirement income solutions using annuities and other high-quality products; manage client relationships and guide retirees through estate planning needs; 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
To qualify for the Estate & Retirement Financial Advisor at United Placement Group position, applicants should have: 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 New Jersey Food Council, 30, West Lafayette Street, Trenton, Mercer County, New Jersey, 08608, United States. This is a on-site role.