This is a hybrid role. In-office days are Monday and/or Saturday mornings, each with a specific purpose for training, team building, and development. Tuesdays, Thursdays, and Fridays are remote days. We believe showing up on key days is what separates good from great — but the flexibility is yours the rest of the week.

We look for people who are coachable and genuinely willing to learn — regardless of experience level. Beyond that, the qualities that tend to set our best team members apart are self-motivation and personal discipline, strong communication and relationship-building skills, persistence and resilience when faced with challenges, and a competitive mindset that pushes you to grow. We also look for people with high integrity, because at the end of the day we are helping real families make important financial decisions.

Just as important as individual drive is a team-first attitude. The people who thrive here genuinely want to see others win, not just themselves. If you are someone who is ambitious, consistent, and open to building something bigger than a paycheck — this may be the right fit.

No prior experience in finance is required. What matters most is your character, your work ethic, and your willingness to show up.

Both options are available. Many of our agents start part-time while transitioning from another job and build their income until they are ready to go full-time. We support both paths and will help you build a schedule that works for your current situation.

No prior licenses are required to join the team. We will guide you through everything you need to get started, step by step.

Depending on your state, you may need a life insurance license, a securities registration, or a mortgage loan originator license to offer the full range of products we work with. The good news is we provide the training and support to help you obtain everything required — as long as you can pass a background check, we will help get you there.

Most new candidates obtain their life insurance license within their first few weeks. From there, you can begin working with clients and earning while you continue building toward additional certifications. Licenses are not a barrier to entry — they are simply part of the journey.

Once you apply and we connect preferably in person, we will walk you through the next steps together. That includes an intro conversation about our firm, what we do to make sure it is a good fit, guidance on obtaining your license, and integration into our team training from day one. You will never feel like you are figuring it out alone — we have a clear path and we walk it with you.

Once you are licensed, you can begin working with clients and earning right away. Many of our teammates helped their first clients within their first week of being licensed. The faster you complete your licensing and engage with the training, the faster you can start earning. There is also some training compensation that be earned prior to getting licensed. Your income is directly tied to your production and the value you bring to your clients. You are compensated for the real work of helping families — and as your client base and skills grow, so does your income. We provide the training and structure to help you build consistent, sustainable earnings from the ground up.

Monday — Start the week with in-office team training. We sharpen skills, share wins, align on goals, and set the tone for the week ahead.

Tuesday, Thursday & Friday — Remote days. Meet with clients and potential candidates virtually, follow up on our pipeline, connect with referrals, and grow our network.

Wednesday — Our first weekly in-office hiring event mid-day where motivated candidates come to hear about the opportunity in a relaxed, low commitment, and welcoming setting. Then remote work the rest of the day.

Saturday — Agent training runs in-office with high-value sessions covering everything — product knowledge, sales skills, leadership development, and more. We also have our second weekly in-office hiring event gives potential candidates another chance to discover the opportunity. All done before noon.