Build a career helping families plan.
No degree or finance background needed. If you're coachable and good with people, we'll help with the rest.
You don't need a degree. You need the right mindset.
Open to learning and willing to be taught.
You listen first, and you can explain things simply.
Families will rely on your advice. You take that seriously.
You keep showing up while the business is still small.
From first call to serving clients.
Apply and book a call. We'll be honest about what it takes.
Course, state exam, background check. Timing depends on your state.
How licensing works →Training and mentorship from day one. Already licensed? Start here.
Common questions
Can I start part-time?
Yes. Many agents start part-time while keeping their current job. What matters is staying consistent.
Do I need to be licensed first?
No. You'll need a license before you can work with clients, and we guide you through getting it.
How is this different from a regular job?
You're building your own business, with mentorship and support behind you. Growth depends on your effort, so results take time and aren't guaranteed.