Retirement Planning Advisor - Pre-Set Clients

United Placement Group; San Marcos (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

United Placement Group is seeking an experienced financial advisor to meet with pre-qualified prospects about retirement income, annuities, and protection strategies. You will recommend solutions from top carriers and build lasting client relationships.

Lead generation is pre-set with back-office support handling scheduling and paperwork, and you’ll operate within an exclusive territory with strong six-figure earning potential through commissions.

Qualifications

• Licenses in Life and Health are required.
• Series 65 or Series 7 & 66 or comparable designation (e.g., ChFC).
• Proven face-to-face, consultative sales success.

Responsibilities

• Meet with pre-set 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 follow-up and service.
• Partner with an internal support team so your time focuses on client-facing work.

Skills

Life & Health license

Series 65

Series 7 & 66

ChFC designation

Face-to-face sales

Microsoft Office

Virtual meeting tools

Travel within state

Job description

United Placement Group is seeking an experienced financial advisor to meet with pre-qualified prospects about retirement income, annuities, and protection strategies. You will recommend solutions from top carriers and build lasting client relationships.

Lead generation is pre-set with back-office support handling scheduling and paperwork, and you’ll operate within an exclusive territory with strong six-figure earning potential through commissions.