Careers
Become a Financial Professional
Whether you're just starting out...considering a career change...or are an experienced producer, we offer a range of learning opportunities that build on your current skill set and help you meet your long-term career goals. We offer programs designed to help you get ahead and stay ahead throughout your career, including:
- Instructor-led classes
- Joint work with specialists
- Mentoring programs
- Personal one-to-one coaching
- Training workshops and seminars
- Reimbursement for initial insurance licenses
- Discounts for investment licensing
- Continuing education discounts
- Activity and client tracking systems
Once you’ve mastered the basics, we'll propel you forward with:
- Tools for building your practice
- Business plan development
- Advanced skills training
- 24/7 online self-study courses
- Online virtual learning library
- Reimbursements for professional designations, such as CLU, ChFC and CFP
- Financial planning software and selling systems
By combining traditional classes with self-paced on-line learning, one-on-one coaching and practical field mentoring, we provide a customized learning experience instead of a one-size-fits-all approach to training.
Prerequisites & Qualifications
Previous experience in Financial Services is not required. However, the right candidates will meet the following eligibility guidelines for consideration:
- A Bachelor’s degree
- Previous experience in sales, marketing or business ownership
- An entrepreneurial spirit, with respect for the team
- A strong desire to help people and to be successful
- Individual integrity
Compensation
Career associates receive a highly-competitive compensation package that includes:
- An enhanced subsidy program for inexperienced candidates, in addition to commissions and fees
- Expense reimbursement allowances and production bonuses
- Group benefits (health, dental, vision, disability, life)
- 401(k) plan with eligibility for company match
- Cash balance pension plan