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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


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

For more information, contact us.