Job Description

ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re looking for ambitious, coachable individuals — even if you’ve never worked in insurance or finance before. This is your chance to start fresh and grow into a full-service financial advisor. You’ll begin by learning how to help families protect what matters most through life insurance, and with our training and support, you’ll gradually expand into financial planning and investment services. This isn’t just a job — it’s a launchpad for a long-term career in financial services. Our work environment requires occasional in-office presence, so candidates must be local to San Antonio, TX. Responsibilities: What You’ll Do: • Learn how to identify and connect with individuals and families in your network • Have goal-based conversations to understand client needs • Help clients apply for customized life insurance coverage • Receive step-by-step training in prospecting, client engagement, and closing • Begin your journey toward becoming a registered advisor with our sponsorship • Build long-term client relationships with our team’s guidance and mentorship Qualifications: Who You Are: • You’re not required to have insurance or finance experience • You’re motivated, driven, and eager to grow • You’re passionate about helping others • You want flexibility, independence, and a career with purpose • You’re excited to earn while you learn Compensation & Perks: • Sponsorship for life insurance licensing and securities exams • Commission-based compensation (upside on earnings) • Team bonuses, contests, and incentive trips • Health, dental, and retirement benefits are available • Hybrid or remote options are available • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license • Learn the Basics – Training on prospecting, sales, and client conversations • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66 • Advisory Certification – Transition into a fully registered financial advisor • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company: Why This Role Matters This role offers more than just stability — it’s a chance to be a key part of an elite-level practice that’s growing fast. You’ll have the autonomy to make a real impact and the mentorship of someone who’s been at the top of the industry for nearly three decades. We’re looking for someone who’s not just qualified, but excited to take on a meaningful role in a fast-paced, purpose-driven environment. If that sounds like you — we can’t wait to meet you.

Job Tags

Local area, Remote job,

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