Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+
United Placement Group is hiring for Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+ in Worcester, Massachusetts, United States. Senior level. First seen October 15, 2026; open as of November 5, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- United Placement Group
- Where
- Worcester, Massachusetts, United States
- Level
- Senior
- First seen
- October 15, 2026
- Listed via
- Workable
What the posting says
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…
Read more and apply on United Placement Group's site
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