Experior Financial Group · 1 day ago
Finance Associate
Experior Financial Group is one of the fastest‑growing financial agencies in North America, known for its agent‑first model and transparent leadership. The Finance Associate role offers a flexible, remote opportunity to help families build stronger financial futures while providing the training and mentorship needed to succeed.
Responsibilities
Meet with clients virtually (Zoom/phone)
Complete financial needs analyses
Recommend suitable insurance and protection solutions
Submit applications and deliver policies
Build a referral‑based practice
Follow a proven 90‑day launch plan
Optional: develop and lead a team for additional compensation
Qualification
Required
Must obtain a Life & Health license (we guide you through it)
Must pass a background check
Must be authorized to work in the U.S
No prior financial experience required — training provided
Benefits
Free training, mentorship, and support
Access to top carriers (multiple solutions for clients)
Clear advancement path with leadership overrides
Equity opportunities for qualified associates
Company
Experior Financial Group
Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
EIN Presswire
2025-10-09
Company data provided by crunchbase