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

United Placement Group; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive commission structure

Back-office support

Job summary

United Placement Group is seeking an experienced Advisor to meet with pre-set retirement and estate-planning prospects. You’ll focus on retirement income, annuities, and protection strategies while avoiding cold outreach.

This role offers exclusive territory within your state, back-office support, and a commission-driven path to six figures. A current Health & Life license and securities licenses or equivalents are required, along with travel as needed.

Qualifications

• Must hold a Health & Life insurance license.
• Proven success in face-to-face, consultative sales.
• Series 65 or Series 7 & 66, or ChFC designation (or equivalent).
• Clean U4 if currently registered.
• Proficient with Microsoft Office and virtual meeting tools.
• Willingness to travel within the 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 time stays focused on client-facing work.

Skills

Face-to-face sales

Consultative selling

Travel readiness

Education

Health & Life insurance license

Series 65 or 7&66 or 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.