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Estate & Retirement Advisor — Close Pre-Set Appointments
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-09-10
Listing for:
United Placement Group
Full Time
position Listed on 2026-09-10
Job specializations:
-
Sales
Outside / Field Sales
Job Description & How to Apply Below
United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You’ll meet clients in the field or through pre-set virtual appointments, focusing on retirement planning and estate strategies while earning commissions based on production.
The role emphasizes closing business with minimal prospecting, backed by a full back-office and appointment support. Travel within your territory and occasional overnights may be required.
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