Financial Advisor (Pre-Set Appointments, No Cold Calling)
United Placement Group · Austin, Texas, United States · 2026-10-01
About this 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.
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