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

United Placement Group

Sign In to Apply

$100k–250k

  • Full-time
  • San Antonio, TX
  • Financial Planning
  • 7d ago

Job Description

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.