Forbes Trusted Financial Services Opportunity

We are seeking motivated individuals who are interested in building a rewarding career in financial services while developing leadership and business management skills.

This opportunity is designed for those who want flexibility, professional growth, and the ability to create additional income while helping families improve their financial future.

Industry Recognition

Our organization has earned recognition from leading publications and institutions, including:

• Fortune 1000 Company

• Forbes America’s Best Insurance Companies

• Forbes Best Employers for Diversity

• Forbes Best Employers for Women

• A.M. Best Rated Organization

• Investors Business Daily Most Trusted Financial Recognition

• Bloomberg Workplace Excellence Recognition

• DALBAR Mutual Fund Service Award Recipient

• Time Magazine 2026 Financial Services Recognition

• Publicly Traded on the New York Stock Exchange

What You’ll Learn

Through our training and mentorship program, you’ll gain experience in:

Financial education and client services

Leadership and team development

Business operations and management

Professional communication and relationship building

Entrepreneurship and business ownership principles

Flexible Career Paths

Whether your goal is to earn supplemental income or build a long-term business, we offer multiple growth paths:

Part-Time Path

Flexible scheduling

Evening and weekend availability

Remote work from anywhere in the U.S.

Full-Time Path

Leadership development

Team-building opportunities

Management advancement

Broker and office ownership track

Training & Licensing Support

No previous experience is required.

The company provides training and pays for all state licensing costs.

To begin the licensing process, applicants are responsible for:

A one-time $99 background check fee required by state regulations (fully reimbursed by the company after obtaining your state license)

A $25 monthly technology platform fee that provides access to the systems and tools necessary to operate your business

Benefits of the Opportunity

✔ 100% Remote Flexibility

✔ Operations in All 50 States

✔ Comprehensive Training Program

✔ Ongoing Mentorship and Coaching

✔ Leadership Development Opportunities

✔ Advancement Based on Performance

✔ Independent Contractor (1099) Position

✔ Potential Path to Broker and Office Ownership

Ideal Candidates
 

We are looking for individuals who are:

Ambitious

Coachable

Self-motivated

Entrepreneurial-minded

Interested in leadership opportunities

Passionate about helping others

If you’re looking for an opportunity that offers flexibility, personal growth, and the potential to build a business of your own, we’d welcome the opportunity to connect with you.