Estate & Retirement Financial Advisor, 150-300K+, Exclusive Pre-set Appointments

Company

United Placement Group

Where

Cherry Hill Township, New Jersey, United States

Level

Senior

First seen

November 3, 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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