Experienced Financial Representative – Independent FA Platform + Free Warm Leads
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.