Unknown Company

Outside Estate & Retirement Advisor — Pre-Set Appointments

hoover, al • Posted 3 days ago
Onsite Full Time Financial Advice & Private Banking

United Placement Group Estate & Retirement Financial Advisor role in Hoover, AL, outside advisor (1099) with pre-set appointments. You meet clients in the field or via pre-set virtual appointments to provide retirement and estate planning guidance.

Responsibilities include recommending annuity, insurance, and retirement income strategies, closing business, and maintaining client relationships with support from a Case Manager and Appointment Setter. Earnings reflect commissions.

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Outside Estate & Retirement Advisor — Pre-Set Appointments in hoover at Unknown Company

This position is listed as full time and onsite.

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