Licensed Financial Professional | Build Your Practice. Expand Your Future.
- Remote — United States
- Independent Contractor (1099)
- Life Insurance | Financial Services | Wealth Management
- Performance-Based Compensation | Uncapped Income Potential
- Typical Annual Earnings: $90,000–$180,000+
Your Next Professional Chapter Starts Here
Legacy Grove Group is expanding its national community of licensed financial professionals, team leaders, and independent agency owners.
We are looking for experienced professionals who want stronger development, broader client solutions, greater operating support, and a clear path to grow their practice, leadership, team, or agency.
This is not a traditional employment opportunity. It is an independent platform for professionals who want to build something of their own without building everything alone.
What Makes This Opportunity Different
Legacy Grove Group supports professionals across multiple growth paths:
- Build or expand a successful personal practice
- Produce independently without being required to recruit
- Develop and lead other financial professionals
- Grow an existing team or independent agency
- Combine personal production with leadership and ownership
You do not have to abandon what you have built to explore what it could become.
Our Professional Partnerships
Through our professional development team within Experior Financial Group, you’ll gain access to proven systems, nationally recognized carriers, experienced mentorship, and multiple pathways for professional advancement and practice development.
Appropriately licensed professionals may also access wealth-management capabilities through Global View Capital Advisors, supporting broader opportunities for professional and client development.
What You’ll Do
Depending on your experience and selected path, you may:
- Conduct financial assessments and client-discovery conversations
- Educate individuals and families
- Recommend appropriate protection, accumulation, and retirement strategies
- Develop and maintain long-term client relationships
- Build consistent prospecting and appointment activity
- Participate in professional development and field mentorship
- Develop other professionals or strengthen an existing team or agency
- Collaborate with specialists on more complex client opportunities
Who We’re Looking For
We are interested in speaking with:
- Active Life and Health insurance professionals
- Securities-licensed financial professionals
- Newly licensed professionals preparing to begin serving clients
- Former producers returning to the industry
- Team leaders responsible for developing other professionals
- Independent agency owners seeking greater support or operating leverage
The strongest candidates are self-directed, coachable, professionally accountable, comfortable with performance-based compensation, and committed to ethical, client-centered service.
What You’ll Gain
- Professional development, coaching, and field mentorship
- Access to nationally recognized carriers and planning solutions
- Business, marketing, client, and performance systems
- Leadership and agency-development support
- Collaborative case-development opportunities
- Flexibility to focus on production, leadership, ownership, or a combination
- A professional community built around long-term growth
Compensation
This is an independent contractor opportunity with performance-based compensation.
- Uncapped earning potential
- Compensation based on personal production and applicable contracts
- Leadership compensation available for qualified team builders
- Growth opportunities for established teams and agency owners
- Typical annual earnings for established full-time professionals may range from $90,000 to $180,000+
Earnings are not guaranteed. Results depend on licensing, activity, production, experience, leadership, and individual execution.
Start With a Conversation
If you are a licensed professional, team leader, or agency owner evaluating your next stage of growth, we invite you to explore Legacy Grove Group.
No pressure. No pitch.
Just an honest conversation about where you are, what you are building, and whether our platform can help you move forward.
Better Decisions Create Better Outcomes.
Pay: $90,000.00 - $180,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Professional development assistance
- Referral program
- Retirement plan
Application Question(s):
- Which best describes your current professional position? Actively serving clients as a licensed financial professional or Newly licensed and preparing to begin serving clients or Licensed and returning to the financial services profession or Licensed but not currently active or Leading or developing a team of financial professionals or Operating an independent agency or financial services organization?
- Tell us about a time when someone invested in your personal or professional growth. How did that experience influence the way you now serve clients, support colleagues, or develop other professionals? (Please respond in a few thoughtful sentences)
- Which opportunity most closely reflects what you want to build over the next three to five years? A highly successful personal practice or A leadership role coaching and developing other professionals or A stronger and more scalable team or agency or My own agency or financial services organization or A combination of personal production, leadership, and ownership?
- Which statement best describes why you are exploring another platform? I am satisfied with my current environment and evaluating future possibilities or I have outgrown my current environment and need greater long-term opportunity or I want stronger development, mentorship, or operating support or I am returning to the profession and looking for the right platform or I lead a team or agency and need stronger infrastructure to support growth or I want to expand my capabilities without giving up my professional identity or existing relationships?
- Legacy Grove Group is built around personal accountability, continuous learning, professional development, and consistent execution. How do these expectations align with the environment and professional standards you are seeking? (Please respond in a few thoughtful sentences)
- What is motivating you to consider your next professional chapter, and what would the right platform need to provide to help you strengthen your practice, leadership, team, or agency? (Please respond in a few thoughtful sentences)
Experience:
- Financial services: 3 years (Preferred)
License/Certification:
- Active State Registered Life Insurance License (Required)
- Active State Registered Securities (65 preferred) License (Preferred)
Work Location: Remote
