Retirement Income Advisor — Pre-Booked Prospects

United Placement Group; Kyle (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

United Placement Group in Kyle, TX is seeking an experienced retirement and estate-planning advisor to meet with pre-qualified prospects about retirement income and annuities. You will tailor solutions from leading carriers and build lasting client relationships with ongoing support from a dedicated team.

This role offers a path to a robust six-figure earnings through a competitive commission structure, with back-office help handling scheduling, paperwork, and case prep.

Qualifications

• Active Health & Life insurance license is 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.
• Willingness to travel within your state to meet clients.

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

Travel within state

MS Office / video conferencing

Education

Active Health & Life insurance license

Series 65

Series 7 & 66 or ChFC

Job description

United Placement Group in Kyle, TX is seeking an experienced retirement and estate-planning advisor to meet with pre-qualified prospects about retirement income and annuities. You will tailor solutions from leading carriers and build lasting client relationships with ongoing support from a dedicated team.

This role offers a path to a robust six-figure earnings through a competitive commission structure, with back-office help handling scheduling, paperwork, and case prep.