United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor. You will meet clients in the field at home or pre-set locations, focusing on retirement planning and estate strategies. Pre-set appointments are provided; no cold outreach.
You will recommend annuity, insurance, and retirement income solutions, including Roth conversions, and close business with ongoing client relationships. Travel within your territory is required.
#J-18808-LjbffrPremier Estate & Retirement Advisor — Pre-Set Appointments in framingham at Unknown Company
This position is listed as full time and onsite.