Jobs Companies United Placement Group Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

About this Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential role at United Placement Group

United Placement Group · Onsite · Austin, Texas, United States

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. Apply today — state slots are limited and filling fast.

Ready to apply to United Placement Group?
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About United Placement Group

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

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