Elevate your financial advisory career as an Estate & Retirement Financial Advisor, focusing on client meetings and closing deals without the hassle of prospecting. Enjoy a commission-based salary structure while receiving pre-scheduled appointments each week. In this outside advisor role, you will engage with clients either at their home or through virtual meetings. Your primary function is to deliver personalized retirement and estate strategies, leveraging full back-office support and access to leading financial products. This position is designed for experienced advisors looking to sharpen their focus on client relationships and sales.

Key Responsibilities
• Meet with pre-qualified prospective clients in the field




• Recommend annuity and insurance solutions based on needs
• Close business and nurture ongoing client relationships
• Collaborate with a dedicated Case Manager for support

Requirements:
• Active Health & Life license is a must
• Series 65, Series 7 or similar licenses preferred
• Familiarity with Roth conversions required
• Proven consultative sales experience
• Reliable transportation for client visits Develop your advisory skills and achieve substantial earnings potential in this rewarding role.

📌 Retirement Financial Advisor with Pre-Set Appointments (Canada)
🏢 United Placement Group
📍 Canada