***MANDATORY STEP BEFORE APPLYING – PLEASE READ CAREFULLY:
To respect our leadership's training hours, all candidates are required to attend a live, virtual Company Overview prior to receiving an individual interview. We offer flexible sessions four days a week to fit your schedule:
- Tuesdays (2 sessions available)
- Thursdays (2 sessions available)
- Saturdays (Sessions available)
- Sundays (Sessions available)
If you are unwilling or unable to attend a brief briefing session first to review our business model, please do not apply.
The Opportunity
We are expanding an elite national financial firm and looking for disciplined, analytical individuals ready to step into an Independent Financial Consultant and Tax Strategy Consultant track. We specialize in high-level asset growth and protection, as well as strategic tax strategies across various specialized niches.
Why partner with us? The number one failure point in this industry is client acquisition. You will be mentored directly by industry veterans, high earners, and an international marketing expert. Our leadership includes a best-selling author with over 37 years of experience in the global marketing space. We don’t just teach you the mechanics of finance; we provide the architectural blueprint and a robust financial lead generation machine to build a modern, tech-forward practice.
The Compensation & Marketing Edge
- Highest Compensation in the Industry: Access to top-tier contracts designed for high-performance consultants.
- Full Transparency: A clear, mathematical commission structure with no hidden corporate politics or moving goalposts.
- Proprietary Lead Generation: Leverage a marketing pipeline built on nearly four decades of international marketing expertise.
- AI-Driven Tools: Qualified associates receive access to custom AI outreach agents designed to automate client acquisition.*
- Equity & Ownership: This is an entrepreneurial finance role offering opportunity for stock options and a "willable," transferable book of business you own from day one.
Requirements
- Legal Status: Must have legal authorization to work in the United States, Canada, or Puerto Rico.
- Education: A College Degree (Associate or higher) is a strong plus, specifically in Economics, Finance, IT, Accounting, Communication, or Business.
- Language: Bilingual or Multilingual proficiency is a massive asset (International/Foreigner backgrounds are highly encouraged).
- Background: Clean criminal record required for state licensing purposes.
- References: Must provide three professional references upon request.
Licensing & Experience
- Existing Licenses: Currently holding Life & Health, Series 65, Series 3, or Series 7 licenses is a huge plus and will fast-track your onboarding into our financial mentorship program.
- New Recruits: If not yet licensed, we provide a clear financial licensing opportunity with roadmap support to help you obtain your state Life & Health license.
- Timeline: Unlicensed candidates are expected to pass their exam within 3 weeks of joining. (Note: Candidates are responsible for their own licensing/exam fees).
Our Selection Process
- Application: Submit your resume for review.
- Mandatory Company Overview: Attend one of our virtual sessions (available Tuesdays, Thursdays, Saturdays, or Sundays) to understand our mission, technology infrastructure, and math.
- Screening & Interview: A formal 1-on-1 interview to ensure a mutual fit for our team culture.
Pay: $50,000.00 - $150,000.00 per year
Application Question(s):
- Do you currently hold an active Life & Health, Series 65, Series 3, or Series 7 license? (Yes/No - Please specify)
- If unlicensed, are you prepared to pass the state exam within 3 weeks? We provide training support, but you cover exam fees. (Yes/No)
- List any languages you speak fluently besides English.
- Are you legally authorized to work in the United States, Canada, or Puerto Rico? (Yes/No)
- Attending a virtual Company Overview is a mandatory step before receiving an individual interview. We offer sessions on Tuesdays, Thursdays, Saturdays, and Sundays. Are you willing to attend one of these sessions? YES/NO
- Please list full names and phone numbers for three professional references.
Work Location: Remote
