ENTRY-LEVEL OPPORTUNITY - LAUNCH YOUR CAREER IN FINANCE & INSURANCE

Position Overview

ENTRY-LEVEL OPPORTUNITY - CAREER TRACK TO FINANCIAL ADVISOR
We're seeking motivated, coachable individuals ready to launch a professional career – no prior experience in insurance or finance is required. This is a structured opportunity to grow into a full-service financial advisor, beginning with life insurance and expanding into financial planning and investment solutions. You'll receive hands-on training, mentorship, and access to tools that set you up for long-term success. This position requires occasional in-office presence and candidates must be local to Houston, TX.

Key Responsibilities

• Learn how to identify and connect with individuals and families in your network
• Have goal-based conversations to understand client needs
• Help clients apply for customized life insurance coverage
• Receive step-by-step training in prospecting, client engagement, and closing
• Begin your journey toward becoming a registered advisor with our sponsorship
• Build long-term client relationships with our team's guidance and mentorship

Required Qualifications

• No prior insurance or finance experience required
• Motivated, driven, and eager to grow
• Passionate about helping others
• Seeking flexibility, independence, and a career with purpose
• Excited to earn while you learn

Benefits & Perks

• Sponsorship for life insurance licensing and securities exams
• Commission-based compensation (upside on earnings)
• Team bonuses, contests, and incentive trips
• Health, dental, and retirement benefits are available
• Hybrid or remote options are available
• Strong mentorship and career support

Career Roadmap

• Start with Licensing – We'll guide and sponsor your Life Insurance license
• Learn the Basics – Training on prospecting, sales, and client conversations
• Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66
• Advisory Certification – Transition into a fully registered financial advisor
• Grow Your Impact – Build a team, coach others, and become a leader

APPLY TODAY. Submit your resume to explore this opportunity to grow with a team invested in your success.