Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calling

United Placement Group•Round Rock, TX

8d•Hybrid

About The Position

This role is designed for experienced Financial Advisors or Insurance Agents who enjoy client work but are tired of constant prospecting, seminar costs, and paperwork. The position focuses on removing these pain points to allow advisors to concentrate on high-quality client interactions, strong income, and a better work-life balance. The advisor will focus on annuities and retirement income strategies, conducting pre-set appointments with qualified prospects, educating clients, recommending solutions, and building client relationships. Support is provided for case management, paperwork, and appointment setting.

Requirements

Active Health & Life insurance license (required).
One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
Proven face-to-face sales success using a consultative, needs-based approach.
Clean U4 (if currently registered).
Proficiency with Microsoft Office and comfort using virtual meeting tools.
Willingness to travel within your state to meet clients.
A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind.

Responsibilities

Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
Build and maintain strong client relationships through thoughtful follow-up and ongoing service.