Financial Advisor (Pre-Set Appointments, No Cold Calling)
United Placement Group · Austin, TX, US
19 days agoImpress employers and recruiters.
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About the Role
Alliance America offers a unique opportunity for Financial Advisors and Insurance Agents to connect with existing clients who are actively seeking advice on retirement income, annuities, and estate planning. This role eliminates the need for cold calling and lead generation, allowing advisors to focus on client consultations and building lasting relationships.
Responsibilities
- Meet with 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.
Requirements
- Active Health & Life insurance license.
- Series 65, Series 7 & 66, or ChFC.
- 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 your state to meet clients.
Skills
- Annuity sales
- Consultative sales
- Client relationship building
- Microsoft Office
- Virtual meeting tools
Location
- Statewide travel required
Work Type
- Full-time
- Commission-based
Experience Level
- 2+ years of annuity sales experience
Education Level
- Series 65, Series 7 & 66, or ChFC
Salary/Compensations
- Commissions typically $100,000–$250,000 a year, with top producers earning $300,000+
- Commissions typically paid within 15 days of submission
Benefits
- 10–12 pre-set appointments a week with existing clients
- No lead buying, no seminars, and no marketing costs
- Dedicated appointment setter and case manager
- Limited number of advisors per state
- Less internal competition
About the Company
- Alliance America provides a supportive environment for financial advisors and insurance agents.
- The company focuses on connecting advisors with existing clients, eliminating cold calling.
- Alliance America offers infrastructure to help build a book of business.