Broker Check
 
 

Careers

We have a team of professionals that will work to ensure your success in return for your commitment to the career. Whether you are just someone curious about if you would be a fit for a new career, or a CFP, we are open to the conversation.

“No one is useless in this world who lightens the burdens of another.” 
― Charles Dickens

Inexperienced – We have the tools and support to get you off the ground and client ready. There is a training program and office and technical support to provide you the tools you need. School districts and employers want trusted agents who will increase the number of educators and employees taking part in a 403(b) or 457(b) plan. They are now empowered in most states to remove vendors and agents who are not increasing participation or who may be violating their rules. Our Certified Program helps producers overcome these obstacles and thrive in today's new marketplace.

Experienced – We believe in supporting our agents with  access to internal developmental opportunities, advanced sales support, and targeted market access and development.  School districts and employers want trusted agents who will increase the number of educators and employees taking part in a 403(b) or 457(b) plan. They are now empowered in most states to remove vendors and agents who are not increasing participation or who may be violating their rules. Our Certified Program helps producers overcome these obstacles and thrive in today's new marketplace.

Bi-Lingual 1– We specialize in working with many languages, and can provide you the assistance you need to provide support to our communities.

Women - Financial Industries are no longer just a man’s world. Our women agents are finding success in providing services to the men and women in their communities. CPAs – Through career changes or by partnering with a Financial Planner in our office, we can offer you opportunities to grow and expand your business.

If something prompts a question, please reach out. We would enjoy speaking with you.


1 Policies and contracts are only available in English.