IXP (Financial Services Professional)

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

Key Responsibilities

• Meet with prospective clients (provided leads + self-generated opportunities)
• Conduct financial needs assessments and identify appropriate solutions
• Educate clients on financial strategies (retirement, protection, savings, etc.)
• Build and maintain long-term client relationships
• Participate in training, coaching, and team development activities
• Track daily activity and progress toward personal goals

Compensation Structure

• Activity-Based Stipend: Earn consistent income based on key activities
• Performance Bonuses: Additional earnings tied to production milestones
• Commission Potential: Unlimited income based on client solutions implemented
• Long-Term Residual Income: Build a sustainable income stream over time

Training & Support

• Comprehensive onboarding program (no prior experience required)
• Ongoing 1 on 1 Coaching and Mentorship from experienced professionals
• Access to proven scripts, systems, and marketing tools
• Licensing support (where applicable)
• We help you earn the required licensing (Life, SIE, Series 7 and Series 66)

Career Path

• This role is designed as a launchpad into a long-term career in financial services.
• You can advance into:
• - Managing Associate
• - Team Leader / Managing Director
• - Specialist Roles (retirement, wealth strategies, etc.)

Who This Role is Perfect For

• Early-career professionals or career changers
• Individuals without a large natural market or network
• Highly motivated, coachable, and goal-oriented individuals
• Strong communicators who enjoy helping others
• Self-starters who thrive in a flexible, performance-based environment

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.