# Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

**Company:** [United Placement Group](null/companies/vLYmuKYwm7n6LE97jJhr8T.md)
**Location:** Austin, United States
**Workplace:** hybrid
**Employment type:** Full-time
**Department:** Financial Planning

[Apply for this job](null/view/e7d666de-b36e-47f9-b9d1-c50a6e40207d)

## Description

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.