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.
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📌 Retirement Financial Advisor With Pre Set Appointments Halifax Regional Municipality
🏢 United Placement Group
📍 Halifax Regional Municipality