Retirement Income Advisor – Pre-Set Appointments and Support

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

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