Careers
What are the preferred qualifications for the Financial Advisor role?
College degree
You have two options for securities registrations
Series 6, 63 & 65 or
Series 7 & 66
Iowa Insurance license
Ability to put the client first
Proven track record of success
Strong communication skills
Confident and resilient personality
Ability to listen, understand and give advice
Goal oriented at an individual and team level
What Sets Us Apart?
Educational Seminar
20 year track record
Proven successful system
Mentor training
Provides education to prospects
Variety of topics available
Successful Start
Outlines steps to help you become successful
3-year income stream available
Multiple income options available to fit your lifestyle
Accountability guidelines to keep you on track
Niche Market Prospecting
20 year track record
Turn-key program with back office support
Niche market focused on colleges and universities
Fosters intimate client-agent relationships
Benefits Available
401(K) with up to 6% match
Medical, Dental, Vision coverage
FICA match
Company paid incentive trips
Persistency bonus
Deferred compensation plan