Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting
Job in
Killeen, Bell County, Texas, 76542, USA
Listed on 2026-08-30
Listing for:
United Placement Group
Commission-based only
position Listed on 2026-08-30
Job specializations:
-
Sales
Sales Consultant, Outside / Field Sales, Sales Representative, Business Development
Job Description & How to Apply Below
Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $100K+ Potential
Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.
This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor
.
- Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
- No marketing costs — we handle lead generation
- Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
- Streamlined process — minimal paperwork headaches
- Access to top carriers — annuity, insurance, and retirement income solutions
- Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business
- Commission-based —
not a guaranteed salary - Typical earnings: $100K–$200K
- Top producers: $300K+
- Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
- Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
- Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
- Close business and maintain client relationships
- Work alongside a dedicated Case Manager and Appointment Setter
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
- Familiarity with Roth conversions and retirement income planning
- Proven sales experience with a consultative, needs-based approach
- Clean U4 (if currently registered)
- Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed
This is a 1099 independent contractor position.
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