Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment
Posted 10 days ago
united placement groupSan Antonio (TX)
Personal Financial AdvisorsInsurance Agencies and Brokerages
SENIORITY
Senior
SALARY
$100 K–$300 K
About the role
Estate & Retirement Financial AdvisorEstate & Retirement Financial Advisor Pre-Set Appointments | No Prospecting | $100K–$300K+ PotentialTired 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 GetPre-set, qualified appointments (10–12/week) — no cold callingNo marketing costs — we handle lead generationFull back-office support — case design, applications, follow-up handled for youStreamlined process — minimal paperwork headachesProtected territory — limited advisors per stateAccess to top carriers + annuity and retirement solutionsIncome PotentialCommission-basedTypical earnings: $100K–$200KTop producers: $300K+Consistent lead flow = consistent opportunity to produceWhat You'll DoMeet with pre-qualified prospects interested in retirement and estate planningRecommend annuity and income strategies based on client needsClose business and maintain client relationshipsWork alongside a dedicated case manager and appointment setterRequirementsActive 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 stateIf 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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