Financial Planning Sales Former Military Wanted - Full-time

BRING YOUR DISCIPLINE AND VALUES TO A NEW MISSION

Many of our top leaders have military backgrounds, and we're looking for more individuals just like them who have mission experience and are looking to take their career to the next level.  

Here, you'll have a clear structure, hands-on coaching, and the flexibility to grow at your own pace. Whether you start part-time or full-time, you'll be surrounded by people who share your values and want to see you win.

WHO THRIVES HERE:

• Discipline: lots of people want the freedom of working independently and being their own boss, but many of them aren't good at it. You are, from years of practicing a high-level of self-discipline.  

• Mission-First Mentality: You're trained to get the job done, which is exactly what's needed in this role; it's not about clocking in and out, it's about getting results.  

• Mental Toughness: Hardship doesn't scare you, and in this line of work you're going to get rejection; but you've already proven you can adapt and overcome.

• Team Player: You understand the power of unity, accountability, and working toward a shared mission. You'll always go further faster with a great team around you.

• Structured Yet Flexible: You thrive with systems and processes but can adjust quickly when things change.

• Respect & Integrity: You treat people with professionalism and consistency, earning trust naturally.

• Problem-Solving Mindset: You're resourceful and find solutions under pressure, and you don't make excuses.

ADDITIONAL QUALITIES WE'RE LOOKING FOR

• Confident but humble
• Track record of success under pressure
• Commitment to continuous personal growth
• Lead-by-example mentality
• Self-motivated and disciplined
• Coachable and team-oriented

WHAT WE OFFER:

• Part-Time or Full-Time Options: Grow at the pace that fits your life and your goals. This is not a one-size-fits-all firm we tailor our support to what you need.
• Clear Training Path: We're heavy on in-the-trenches training, especially at the beginning of the career. We start with the fundamentals, and we do a lot of live practice where you get to shadow top performers in action.
• Supportive Culture: We hold your hand at the beginning, and we're happy to go on appointments with you until you're comfortable doing them on your own. Ongoing training and sharing best practices from our top performers.
• Incentive Trips: Travel to destinations like Whistler, San Diego, Punta Cana, or Hawaii. We do 3-4 trips per year.
• Long-Term Earnings: Continue earning on your book of business for the life of your career.

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