Experienced Financial Advisor (Independent FA Platform + Free Warm Leads provided)

Already licensed with a tied agency? See what changes when you're no longer limited to one insurer's products.

A MAS-licensed independent Financial Advisory firm of 300+ advisers, where almost half qualify for MDRT and above. We're looking for experienced representatives ready to take their practice to the next level.

What you get

• Free warm leads every month. Consented, verified prospects, so you can spend your time advising instead of cold prospecting.
• A wider product panel. Compare across providers and win cases you'd otherwise lose on price or coverage.
• Client-first positioning. Clients trust advice that isn't tied to one brand, which makes referrals easier.
• Support for your switch. Guidance on the transfer process and onboarding, plus support from a high-performing MDRT community.
• Leadership track. Build and lead your own team if you want to grow beyond personal production.

Requirements

• Currently or previously licensed as a representative (RNF holder)
• Some experience in life insurance or financial planning, we will push you to next level.
• Client-focused and committed to needs-based advice.