Become a Financial Associate
1. Access to Guaranteed Referrals as a Financial Associate: 1-5 weekly referrals.
As a Licensed Financial Associate on our team, you’ll gain exclusive access to 1 to 5 guaranteed referrals per week. These are qualified, motivated prospects actively seeking financial guidance.
What This Means for You:
- Consistent Pipeline: No more chasing leads or cold calling
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Steady Monthly Income Potential:
Earn between $5,000 to $20,000 per month.
This system empowers you to focus on serving clients and closing business.
2. Build Team Momentum: Weekly Private trainings.
Weekly private Zoom sessions are the heartbeat of our team’s growth. These trainings are designed to create alignment, sharpen skills, and energize every team member.
Each session focuses on:
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Business Structure
Clarifying how we operate, how we get paid, and how to scale. -
Sales Mastery
Learn the psychology of closing, handling objections, and building client trust using real-world techniques. -
Role-Playing & Scenario Drills
Practice makes you powerful. Engage in live drills to build confidence and mastery in conversations. -
Call to Action for the Week
Each session ends with a specific, measurable action to drive momentum and results over the next 7 days.
3. Contest and Rewards: Drive Performance through Healthy Competition.
We believe in recognizing effort and rewarding excellence. Contests and rewards fuel momentum, create excitement, and build a winning culture where everyone strives to level up.
Monthly & Weekly Contests
- Top Producer of the Week/Month
- Most Referrals Closed
Incentives & Rewards
- Cash Prizes
- Gift cards & Tech Gadgets
- Exclusive training or 1-on-1 mentorship
- Recognition on team calls
4. Reimbursement of up to $300 is available for licensing and course program expenses related to the Financial Associate role:
Requirements:
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Must be a client
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Must be unlicensed
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Must complete AOA registration
- Minimum 5 qualified personal referrals