Estate & Retirement Financial Advisor

United Placement Group • Georgetown, TX

1d • $100,000 - $300,000 • Hybrid

About The Position

This role is intentionally built to remove pain points for experienced Financial Advisors or Insurance Agents, allowing them to focus on high-quality client work, strong income, and better life balance. The position offers pre-set, qualified appointments, eliminating the need for out-of-pocket marketing costs and constant prospecting. Advisors will be supported by a professional team for case design, plan preparation, applications, and follow-up, significantly reducing administrative burdens. The role also provides access to investment and managed money solutions and offers limited, exclusive slots per state to reduce internal competition and support sustainable growth.

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 with clients.
• A genuine passion for serving pre-retirees and retirees and helping them achieve clarity and 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 and family legacy plans.
• 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 preparation, paperwork, and follow-up from start to finish.
• Build and maintain strong client relationships through thoughtful follow-up, reviews, and ongoing service.

Benefits

• Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.
• No cold calling, no door-knocking, and no endless self-prospecting—spend your time where it counts: in meetings with ready-to-talk clients.
• Dedicated back-office and case management support to dramatically reduce non-revenue activities and paperwork.
• Access to leading products and carriers to build client-centric retirement, income, and estate strategies.
• Greater control over your schedule, supported by proven systems, infrastructure, and lead flow that make consistent production realistic.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed