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Financial Advisor (Pre-Set Appointments, No Cold Calling)

United Placement Group

San Antonio, TX, United States2w ago

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Skills

cold callingseries 7

About the role

Financial Advisor (Pre-Set Appointments, No Cold Calling)

Alliance America · 1099 Commission · Licensed advisors only

Walk into pre-set appointments with existing clients who already want to talk about retirement income and annuities.

What we provide

• 8–12 pre-set appointments a week with existing clients

• A dedicated appointment setter and case manager

• No lead, seminar, or marketing costs

• A broad lineup of top-rated annuity and retirement income carriers

• Commissions typically $100K–$250K a year (top producers $300K+), usually paid within 15 days

What you need

• Active Health & Life license

• Series 65, Series 7 & 66, or ChFC

• 2+ years of annuity sales experience

• Face-to-face, consultative sales success and a clean U4 (if registered)

• Willingness to travel within your state to meet clients

Limited advisor slots per state. Apply today.