Financial Professional

About the role

Our regional office teams provide concierge support, leadership consulting, and a culture of inclusion and flexibility.

Responsibilities

• Business plan consulting and coaching
• A dedicated team focused on the transition of your book of business
• Local market development plus access to national market opportunities
• Help in hiring, training, and supporting your staff
• Contingency planning to help protect your clients
• Succession planning so you can retire (someday)

Benefits

• You’ll have access to a comprehensive product platform
• No requirements to sell proprietary products
• No product or carrier minimums
• Flexible contracts to accommodate your business on your terms
• The freedom to control your schedule and income

Skills

We offer multiple ways to affiliate and options for benefits and teaming models. All with the same resources and same support. Our level of affiliated channel support comes with a payout that resembles an independent model.

Pay

While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.*