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

United Placement Group • Austin, TX

6d

About The Position

Alliance America is hiring a Financial Advisor / Insurance Agent to advise existing clients on retirement income, annuities, estate planning, and protection strategies. Advisors receive 10–12 pre-set appointments per week with clients who are expecting to meet, with no cold calling, door-knocking, lead buying, seminars, or out-of-pocket marketing costs. A dedicated appointment setter and case manager support scheduling, paperwork, and case preparation. Advisors meet clients in their homes, recommend solutions from a broad lineup of top-rated carriers, including senior-market insurance products, and build long-term relationships through follow-up and service. The role requires travel within the advisor’s state. Commissions typically range from $100,000 to $250,000 annually, with top producers earning $300,000 or more; commissions are typically paid within 15 days of submission. Alliance America limits the number of advisors per state.

Requirements

• Active Health & Life insurance license.
• Series 65, Series 7 & 66, or ChFC.
• At least 2 years of annuity sales experience.
• Proven face-to-face, consultative sales success.
• Clean U4 if currently registered.
• Comfort with Microsoft Office and virtual meeting tools.
• Willingness to travel within the state to meet clients.

Responsibilities

• Meet existing clients in their homes to discuss retirement income, annuities, and protection strategies.
• Recommend solutions from a broad lineup of top-rated carriers, including senior-market insurance products.
• Build long-term client relationships through consistent follow-up and service.
• Travel within the assigned state to meet clients.

Benefits

• Pre-set appointments with existing clients, typically 10–12 per week.
• No lead-buying, seminars, or out-of-pocket marketing costs.
• Dedicated appointment setter and case manager for scheduling, paperwork, and case preparation.
• Limited number of advisors per state, reducing internal competition and providing room to grow.
• Commissions typically $100,000–$250,000 per year, with top producers earning $300,000 or more.
• Commissions typically paid within 15 days of submission.

What This Job Offers

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