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Teamwork

JOIN THE TEAM

If you care about making a difference by giving people a plan they can actually follow, you’ll fit right in here. No prior experience in finance is needed. We’re building a team of coachable, mission-driven people who want to grow, serve, and lead with integrity.

HELP FAMILIES AND BUSINESS OWNERS
BUILD WHAT LASTS

REMOTE,
FLEXIBLE SCHEDULE

Work from anywhere. Set client-friendly hours that fit your life, work-schedule, and commitments.

PART-TIME OR
FULL-TIME OPTIONS

Start alongside your current role or grow into a full-time practice with clear milestones.

TRAINING, LICENSING & MENTORSHIP

Structured onboarding, exam-prep support, supervised cases, templates, and ongoing coaching.

PERFORMANCE-BASED COMPENSATION

Clear pay framework with leadership tracks as you grow. Income varies by performance.

WHO WE SEEK

  • Coachable, reliable, and values-driven.

  • Organized and disciplined; strong with calendars, commitments, and follow-through.

  • A clear, concise communicator who prefers simplified communications over sales-tactics.

  • Service-oriented, with genuine care for families and business owners.

Remote Working

Financial freedom is a team sport.
Plan together. Win together.

Working From a Cafe

REQUIREMENTS

  • Minimum age 18 and able to pass a background check.

  • Authorized to work with U.S.-based clients.

  • Active state life/producer license, or commitment to obtain one (exam-prep support available).

  • Strict adherence to state and carrier rules, suitability standards, and disclosure requirements.

  • Full transparency: fees and any product compensation are disclosed before a client makes a decision.

Office Worker

AGENT TESTIMONIALS

"What I love most about working here is the culture. We have a team that supports each other and leaders who lead by example - it makes all the difference."

Luke Miller

APPLY HERE

Commitment Level
Part-Time
Full-Time
Open to both options
Licensing Status
Unlicensed, willing to obtain
In Progress
Active life/producer
Other
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