Who We’re Looking For We’re looking for driven, forward-thinking professionals who want more than a traditional job—they’re ready to build a career, make a lasting impact on clients’ lives, and create long-term financial success for themselves and their families. This opportunity is designed for individuals who are motivated by growth, leadership, and ownership. You’ll have the chance to develop your own book of business, cultivate meaningful client relationships, and grow a scalable, sustainable practice with strong earning potential. Ideal Candidate Profile Top candidates typically bring experience in financial services, consulting, sales, banking, or client advisory roles, along with a proven ability to build trust, communicate value effectively, and cultivate long-term client relationships. Benefits Include; • Flexible schedule with a strong work-life balance. • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. • Training allowance and performance-based incentives. • Company-sponsored professional development opportunities. • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. What Makes This Opportunity Unique • The opportunity to build and scale your own practice with upside income potential and long-term equity in your business. • Access to comprehensive training, licensing support, and ongoing mentorship to accelerate your growth and success. • A platform designed to help you cultivate lasting client relationships and create meaningful, multigenerational impact. • A clear path to leadership, with the ability to develop, mentor, and grow your own team over time. • Robust infrastructure and operational support, so you can stay focused on serving clients and expanding your business. Responsibilities: • Attend hybrid meetings, including in-person team collaboration, as required. • Attend virtual and in-person training to enhance financial expertise. • Work with clients to assess financial needs and develop personalized strategies. • Participate in structured coaching and mentorship programs. • Provide guidance on insurance, investments, and retirement planning. Qualifications: Preferred Qualifications • 2+ years of experience in financial services, insurance, investment advising, banking, or a client-facing professional role. • Proven success in business development, client acquisition, or relationship management. • Experience developing financial strategies, investment plans, or wealth management solutions is a strong advantage. Licensing (Preferred but Not Required) • Life & Health Insurance License • FINRA Series 6 or 7 • Series 65 or 66 Candidates who do not currently hold these licenses are welcome to apply. Licensing sponsorship, training, and mentorship are available for qualified individuals. Key Attributes for Success • Business-driven mindset with the desire to build and grow a personal practice. • Strong relationship-building and consultative sales skills. • Demonstrated ability to develop and maintain a book of business. • Excellent communication, presentation, and interpersonal skills. • Self-driven, disciplined, and highly motivated to achieve ambitious goals. • Leadership potential with the ability to mentor or build a future team. • Comfortable leveraging technology, CRM systems, and virtual client engagement tools. • Committed to integrity, professionalism, and a client-first philosophy. Basic Requirements • Must be authorized to work in the United States. • A strong professional or community network and the ability to generate new business opportunities are highly valued. Compensation: $250,000 at plan earnings

• Attend hybrid meetings, including in-person team collaboration, as required. • Attend virtual and in-person training to enhance financial expertise. • Work with clients to assess financial needs and develop personalized strategies. • Participate in structured coaching and mentorship programs. • Provide guidance on insurance, investments, and retirement planning.