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Estate & Retirement Advisor — Pre-Set Appointments
Job in
Georgetown, Williamson County, Texas, 78628, USA
Listed on 2026-07-20
Listing for:
United Placement Group
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
United Placement Group is seeking an Estate & Retirement Financial Advisor in Texas. This role focuses on closing with pre-qualified prospects, not cold calling, with appointments provided and back-office support to handle paperwork.
You’ll meet clients seeking retirement and estate planning, recommend annuity and income strategies, and build lasting relationships. Requires active Life & Health license, Series licenses, and proven sales experience; limited openings by state.
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