Licensed Financial Professional | Build Your Practice. Expand Your Future.
- Remote — United States
- Independent Contractor (1099)
- Performance-Based Compensation | $90,000–$180,000+
About Legacy Grove Group
Legacy Grove Group is a professional development team for independent financial professionals—not a stand-alone agency.
We operate through a strategic broker-partner relationship with Experior Financial Group, an independent marketing organization that provides contracting, carrier access, back-office infrastructure, and professional resources. For qualified securities-licensed professionals, our platform also supports a pathway to wealth management through Global View Capital.
We are building a disciplined team of professionals who want to serve clients well, expand their capabilities, and develop a meaningful practice with the right support behind them.
Who We Want to Meet
We are interested in licensed financial professionals who are ready for more than another contract. You may be a strong fit if you are:
- Actively licensed in life insurance
- Life licensed and securities licensed, including Series 65 or Series 66
- Currently serving clients, returning to the profession, or preparing to become active
- Focused on building a successful personal practice, developing into leadership, or both
- Coach-able, accountable, professional, and willing to execute
What You Will Do
- Build and manage relationships with individuals and families
- Conduct structured financial conversations and identify client priorities
- Educate clients before recommending products or strategies
- Support clients with protection, retirement, and wealth-building needs based on licensing and eligibility
- Develop a consistent business-development rhythm through prospecting, referrals, and professional relationships
- Participate in ongoing training, mentorship, field development, and performance review
What You Will Have Access To
- Independent carrier and product access through our broker partner, Experior Financial Group
- A structured professional-development platform through Legacy Grove Group
- Experienced mentorship, field support, and weekly training
- Systems and tools supporting client engagement, practice development, and business operations
- Multiple pathways for personal production, practice development, and leadership advancement
- A potential wealth-management pathway through Global View Capital for qualified professionals
What We Expect
This is an independent professional opportunity—not a salaried position and not an employee role. Success requires personal ownership, disciplined activity, continuous learning, and consistent follow-through.
We expect professionals to serve clients responsibly, remain coachable, meet licensing and compliance requirements, and actively build their practice.
Compensation
- $90,000–$180,000+ annually
- Performance-based and uncapped
- Independent Contractor (1099)
Actual earnings vary based on licensing, production, client activity, retention, and individual performance. No income is guaranteed.
Start With a Conversation
Legacy Grove Group connects with licensed financial professionals who are exploring a stronger platform for practice development, client service, and professional growth.
If your current environment no longer supports the future you intend to build, submit your application. Professionals whose experience and goals appear aligned will be invited to a confidential conversation about the opportunity.
Better Decisions Create Better Outcomes.
Pay: $90,000.00 - $180,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Parental leave
- Professional development assistance
Application Question(s):
- In your current or most recent practice, what business were you personally responsible for producing, advising, or managing?
- How did you generate new client relationships and contribute to the growth of your practice?
- What has changed in your current professional environment—or in your career direction—that makes you open to a different platform now?
- In which areas of your practice are you seeking greater ownership or decision-making authority?
- If you changed platforms, what would you need to accomplish during your first year for that decision to be successful?
Experience:
- Financial concepts: 2 years (Required)
License/Certification:
- Life Insurance License (Required)
- FINRA License (Required)
Work Location: Remote
