Financial Advisor (Pre-Set Appointments, No Cold Calling)

United Placement Group • Austin, TX

6d • $100,000 - $250,000 • Onsite

About The Position

Walk into pre-set appointments with existing clients who already want to talk about retirement income and annuities. This role offers a unique opportunity for licensed advisors to engage with clients ready for financial discussions, eliminating the need for cold calling or lead generation.

Requirements

• Active Health & Life license
• Series 65, Series 7 & 66, or ChFC
• 2+ years of annuity sales experience
• Face-to-face, consultative sales success and a clean U4 (if registered)
• Willingness to travel within your state to meet clients

Responsibilities

• Meet with existing clients who have pre-set appointments to discuss retirement income and annuities.
• Engage in face-to-face, consultative sales.
• Travel within your state to meet clients.

Benefits

• 8–12 pre-set appointments a week with existing clients
• A dedicated appointment setter and case manager
• No lead, seminar, or marketing costs
• A broad lineup of top-rated annuity and retirement income carriers
• Commissions typically $100K–$250K a year (top producers $300K+), usually paid within 15 days

What This Job Offers

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