Financial Advisor – Pre-Set Appointments, No Cold Calling

Job overview

The Financial Advisor role is onsite in Austin, TX, with stated typical commissions of $100,000–$250,000 per year; top producers are reported to earn $300,000 or more. Alliance America provides pre-set appointments with existing clients interested in retirement income, annuities, and estate planning. The advisor meets clients in their homes, discusses retirement and protection needs, recommends solutions from a range of carriers, and builds long-term relationships through follow-up and service. The role focuses on advising existing clients rather than cold calling or door-knocking and requires travel within the state.

What you'll do

• Meet existing clients in their homes to discuss retirement income, annuities, and protection strategies
• recommend solutions from a broad lineup of carriers
• build long-term client relationships through follow-up and service
• travel within the state to meet clients.

What we're looking for

Skills & competencies

financial advisor

austin tx

united placement group

alliance america

pre-set appointments

no cold calling

retirement income

annuities

estate planning

$100k–$250k/year

in-state travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Pre-set client appointments, dedicated appointment setter and case manager, no lead-buying or out-of-pocket marketing costs, and commissions typically paid within 15 days of submission.

Why this role

Pre-set appointments with existing clients; no cold calling, door-knocking, lead buying, seminars, or out-of-pocket marketing costs; appointment setter and case manager support.

About the employer

United Placement Group is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.