Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

United Placement Group; New Braunfels (TX); On-site; USD 100,000 - 170,000; Full time

Job summary

United Placement Group is seeking an experienced financial advisor to meet with pre-set retirement and estate-planning prospects in a Texas territory. You will focus on retirement income, annuities, and protection strategies, leveraging full back-office support to stay client-facing.

As an active Health & Life license holder with Series 65/7/66 or equivalent, you will convert qualified appointments into lasting relationships, recommend top-rated carriers, and travel within the state to meet

Qualifications

• Active Life & Health license required.
• Series 65 or Series 7/66 (or comparable) required.
• Proven face-to-face, consultative sales success.
• Clean U4 if currently registered.
• Willingness to travel within your state.

Responsibilities

• Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies.
• Recommend solutions from a broad lineup of top-rated carriers.
• Build long-term client relationships through consistent follow-up and service.
• Partner with an internal support team so your time stays focused on client-facing work.

Skills

Consultative sales

Face-to-face sales

Client relationship

Travel willingness

Education

Active Health & Life license

Series 65 or Series 7 & 66 or comparable (e.g., ChFC)

Tools

Microsoft Office

Video conferencing tools

Job description

Tired of chasing leads instead of closing them? This role hands you a full calendar of pre-qualified, pre-engaged retirement and estate-planning clients — so you can spend your time doing what you do best: advising, not prospecting.

Why Advisors Are Applying:

• Zero marketing spend — no lead buying, no seminars, no advertising costs out of your pocket
• 10–12 pre-set appointments per week with clients who already want to talk about retirement income and annuities
• Full back-office support — a dedicated appointment setter and case manager handle scheduling, paperwork, and case prep
• Exclusive territory — limited advisor slots per state means less internal competition, more room to grow
• Strong six-figure earning potential through a competitive commission structure

What You'll Do:

• Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies
• Recommend solutions from a broad lineup of top-rated carriers
• Build long-term client relationships through consistent follow-up and service
• Partner with an internal support team so your time stays focused on client-facing work

What You Need:

• Active Health & Life insurance license (required)
• Series 65, or Series 7 & 66, or a comparable designation (e.g., ChFC)
• Proven face-to-face, consultative sales success
• Clean U4 (if currently registered)
• Comfortable with Microsoft Office and virtual meeting tools
• Willingness to travel within your state to meet clients

No cold calling. No door-knocking. Just qualified appointments, expert support, and the infrastructure to build a real book of business.