Benefits:

Retirement

Disability

Life Insurance

Medical Insurance

Client Leads

Bonus based on performance

Company parties

Flexible schedule

Training & development

Join the Award-Winning Urrutia General Agency!

The Urrutia General Agency proudly serves families across most of the state, offering trusted financial guidance to thousands of members statewide.

About Us: We are dedicated to empowering families to protect their financial well-being, prepare for a secure retirement, build a lasting financial legacy, and ensure their financial decisions are aligned with their faith and values.

Position Overview: As a Financial Advisor, your role revolves around building strong, trusting relationships with clients and understanding their unique financial goals. You will offer personalized advice and develop tailored strategies to help clients achieve financial security and protect their future. The position offers a clear growth path within the firm, allowing you to expand your expertise and provide even more comprehensive financial services as you advance in your career.

What New Advisors Value Most:

Fast onboarding process, with new advisors typically ready to begin within 30 days.

Mentorship program that includes an average of 25-35 appointments with an experienced mentor to ensure early success.

Paid licensing and professional designations to support ongoing development.

Important work - making a lasting impact on your local community.

Access to a robust database of approximately 1,000 clients to jumpstart your customer base, eliminating the need to rely on cold prospecting.

Characteristics Valued Most in Candidates:

Systematic, and being able to follow a process toward success.

Coachable, willingness to learn and be challenged.

Self-driven and energetic.

Disciplined with a strong work ethic.

Open minded to a career change.

Benefits and Incentives:

Path to exceed $100,000 in first year earnings, with starting draw.

Up to $12,000 in training grant.

Significant variable perks including commissions, bonuses and incentive trips, offering unlimited earning potential based on performance.

Health insurance, dental insurance, vision insurance and disability insurance.

Retirement including Pension and 401(k).

Eligibility Criteria:

2 or 4 year degree is preferred, but not required.

Willingness to quickly obtain (or reinstate) state insurance licenses and FINRA certifications.

Local Charities We Support: At the Uruttia General Agency, we are deeply committed to serving our local community and supporting charitable organizations that align with our values. Some of the local charities we are passionate about supporting include:

Laps for Life

Hurricane Relief

Charity lies at the heart of everything we do, supporting a wide array of initiatives that uplift the sick, disabled, and those in need. We deliver financial security for members and their families, transforming premiums into meaningful charitable impact. Guided by our principles of Charity, Unity, Fraternity, and Patriotism, we uphold core values of Integrity, Professionalism, Excellence, and Respect, making this agency a fulfilling and mission-driven career home.

Meet Our Local Leaders:

Sergio - General Agent:

How long with the agency? 22 years

Prior Experience? Spent 12 years in Investment Banking in New York City before joining the agency.

Passionate About? Deeply committed to family and the community. Enjoys spending his free time hunting and embracing the outdoors.

Vision for Growth: Passionately dedicated to transforming the lives of agents and advisors by fostering professional growth while expanding the agency’s impact, ensuring more families across Florida achieve financial security and peace of mind.

Jeff - Assistant General Agent:

How long with the agency? 12 years

Prior Experience? Worked in the mortgage industry before becoming a manager at Enterprise Rent-A-Car.

Passionate About? Grounded in faith and devoted to his family. He also has a strong passion for volleyball, both playing and following the sport.

Daniel - Assistant General Agent:

How long with the agency? 16 years

Prior Experience? Worked as an engineer, ran his own business, and built expertise in tax services before joining the agency.

Passionate About? Devoted to his family and community. Actively involved in the Boy Scouts, supporting youth development and leadership.

John - Field Agent:

How long with the agency? 15 years

Prior Experience? Owned a computer repair business and also worked as a part-time teacher before joining the agency.

Passionate About? Centered in his faith and dedicated to family. He also has a love for magic and music, bringing creativity and joy to those around him.

We welcome you to apply today and explore a career with us!

Flexible work from home options available.