Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment

$100k - $300k

United Placement Group

Killeen, TX

Job Description

Estate & Retirement Financial Advisor
Pre-Set Appointments | No Prospecting | $100K–$300K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork?

This opportunity is built for experienced Advisors who want to spend their time closing—not prospecting.

We provide the clients, the appointments, and the back-end support. You focus on advising and earning.

What You Get

Pre-set, qualified appointments (10–12/week) — no cold calling
No marketing costs — we handle lead generation
Full back-office support — case design, applications, follow-up handled for you
Streamlined process — minimal paperwork headaches
Protected territory — limited advisors per state
Access to top carriers + annuity and retirement solutions

Income Potential

Commission-based
Typical earnings: $100K–$200K
Top producers: $300K+
Consistent lead flow = consistent opportunity to produce

What You’ll Do

Meet with pre-qualified prospects interested in retirement and estate planning
Recommend annuity and income strategies based on client needs
Close business and maintain client relationships
Work alongside a dedicated case manager and appointment setter

Requirements

Active Health & Life license (required)
Series 65, Series 7 & 66, or similar (ChFC, etc.)
Proven sales experience (consultative approach)
Clean U4 (if applicable)
Willing to travel within your state

If you’re ready to step into a system where the appointments are set, the support is built in, and your income is tied to production—not prospecting—apply now.

Limited openings available by state.

Apply

Vacancy posted 1 day ago

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