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United Placement Group

Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$102,684 / year median in Texas

+8% projected growth

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Job Description

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.