Retirement Income Advisor — Pre-Set Client Appointments

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

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.