Build and manage a client portfolio by analyzing financial needs, recommending insurance and financial products, developing customized plans, monitoring markets, researching products, and providing ongoing customer service. Compensation is entirely commission-based, with performance-driven earnings. Advisors must obtain required insurance and securities licenses and continue professional development.

Lead recruitment, coaching, and development of financial professionals while driving production through sales of protection, investment, and wealth management solutions. Build referral networks, set and monitor performance metrics, implement strategic plans to improve team results, and support advisor onboarding and retention. Maintain some personal production and participate in ongoing leadership training and joint work opportunities.

Build and grow a client base through networking and prospecting. Provide customized financial strategies across wealth accumulation, retirement planning, risk management, and asset protection. Develop long-term client relationships, generate new business, and continuously improve through coaching and professional development. Compensation is commission-based and tied to production and client growth.