United Placement Group

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

United Placement Group  •  Austin, TX (Onsite)  •  1 hour ago
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Job Description

Financial Advisor / Insurance Agent — Pre-Set Appointments with Existing Clients, No Cold Calling | Alliance America

Tired of chasing leads instead of closing them? At Alliance America, your calendar fills with pre-set appointments with existing clients who already want to talk about retirement income, annuities, and estate planning. The credibility barrier is gone before you walk in, so your time goes to advising, not prospecting.

Why advisors choose Alliance America

  • 10–12 pre-set appointments a week with existing clients who are expecting you
  • No lead buying, no seminars, and no marketing costs out of your pocket
  • A dedicated appointment setter and case manager handle scheduling, paperwork, and case prep
  • A limited number of advisors per state, so there's less internal competition and more room to grow
  • Commissions typically $100,000–$250,000 a year, with top producers earning $300,000+
  • Commissions typically paid within 15 days of submission

What you'll do

  • Meet with existing clients, in the comfort of their homes, to discuss retirement income, annuities, and protection strategies
  • Recommend solutions from a broad lineup of top-rated carriers, with senior market insurance products for additional income
  • Build long-term client relationships through consistent follow-up and service

What you need

  • Active Health & Life insurance license
  • Series 65, Series 7 & 66, or ChFC
  • 2+ years of annuity sales experience
  • Proven face-to-face, consultative sales success
  • Clean U4 (if currently registered)
  • Comfort with Microsoft Office and virtual meeting tools
  • Willingness to travel within your state to meet clients

See why we're different: The Alliance America Difference — https://www.youtube.com/watch-v=fdLunWx6DtA

No cold calling. No door-knocking. Just existing clients, expert support, and the infrastructure to build a real book of business. Apply today; state slots are limited.

United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
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