You don't need a finance background. You need these three things.
Built up, not thrown in.
Answer 5 quick questions and book your seat.
No résumé, no waiting to "hear back." Answer a few questions and reserve a spot at our next live Business Presentation Meeting.
Your best next step is our live Business Presentation Meeting (BPM): a relaxed, no-pressure look at the work, the training, and where it can lead. Lock in a seat and bring your questions.
Every advisor here holds a state life and health insurance license. It's the one requirement the work is built on. If getting licensed isn't the path for you, this role won't be the right fit. If you're open to it, we support our people through the whole process, from studying to passing the exam.
Two things here often change with time: how many hours you can give, and how the compensation fits what you need right now. If either one is the sticking point today, that's fair, and it's worth staying in touch. Tell us a little about yourself and we'll reach back out when the timing works for you.
Curious? Start with a conversation.
No résumé theater. Tell us a little about yourself and we'll set up a call. You'll know quickly whether this mission fits you.