Financial Advisor (Pre-Set Appointments, No Cold Calling) at United Placement Group | Austin, TX, US | Rezi

Financial Advisor (Pre-Set Appointments, No Cold Calling) at United Placement Group

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

United Placement Group · Austin, TX, US

2 days ago

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

United Placement Group · Austin, TX, US

2 days ago
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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