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Financial Advisor; Pre-Set Appointments, No Cold Calling

Job in Austin, Travis County, Texas, 78716, USA
Listing for: United Placement Group
Full Time position
Listed on 2026-10-06
Job specializations:
  • Sales
    Sales Consultant, Insurance Sales, Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 250000 USD Yearly USD 100000.00 250000.00 YEAR
Job Description & How to Apply Below
Financial Advisor (Pre-Set Appointments, No Cold Calling)

Alliance America
· 1099 Commission
· Licensed advisors only

Walk into pre-set appointments with existing clients who already want to talk about retirement income and annuities.

What we provide
  • 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 you need
  • 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

Limited advisor slots per state.

The Financial Advisor (Pre-Set Appointments, No Cold Calling) role at United Placement Group is now open for applications in Austin, TX, United States.

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