Salary
≈ $80k – $206k per year (Estimated)
Location
In office (Austin)
Employment
Full-Time
Overview
Company
Impact
Profile match
United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!
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.
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