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