Financial Advisor (Pre-Set Appointments, No Cold Calling)
United Placement Group · Austin, TX, US
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About the Role
Walk into pre-set appointments with existing clients who already want to talk about retirement income and annuities.
Responsibilities
- Meet with existing clients at pre-set appointments.
- Discuss retirement income and annuities with clients.
- Travel within your state to meet clients.
Requirements
- Active Health & Life license.
- Series 65, Series 7 & 66, or ChFC.
- 2+ years of annuity sales experience.
- Proven face-to-face, consultative sales success.
- A clean U4 (if registered).
- Willingness to travel within your state.
Skills
- Annuity sales
- Consultative sales
Location
- Statewide travel required
Work Type
- Commission-based
- 1099
Experience Level
- 2+ years of annuity sales experience
Education Level
- Active Health & Life license
- Series 65, Series 7 & 66, or ChFC
Salary/Compensations
- Commissions typically $100K–$250K a year (top producers $300K+)
- Commissions usually paid within 15 days
Benefits
- 8–12 pre-set appointments a week with existing clients
- Dedicated appointment setter and case manager
- No lead, seminar, or marketing costs
- Broad lineup of top-rated annuity and retirement income carriers
About the Company
- Alliance America